Program Outline
Introduction
- Strategy 1: Welcome
Organize Your Self:
Learn how to set up Targets & Goals and make the best use of your time.
- Strategy 2: Your Ideal Life
- Strategy 3: Your Legacy
Organize Your Clients
Create your Ideal Client, understand your Knock-out Factors, sort and organize your existing clients, and deliver excellent client service to your clients — always.
- Strategy 4: Ideal Client Identification / Knockout Factors
- Strategy 5: Client Classification
- Strategy 6: Client Count
- Strategy 7: F.O.R.M
- Strategy 8: Advocate Service
Organize Your Team
Understand who does what and how to bring a high level of accountability and professionalism to every aspect of your business.
- Strategy 9: Organization and Structure
- Strategy 10: Procedure Manual
- Strategy 11: Procedure Manual Implementation
Advocate Process New Clients:
Learn to develop trust, rapport & refer ability from day one with your new clients.
- Strategy 12: Advocate Process
- Strategy 13: Pre-Appointment Process
- Strategy 14: Introduction Kit
- Strategy 15: 1st Appointment
- Strategy 16: Rapport
- Strategy 17: Agenda
- Strategy 18: Critical Financial Events
- Strategy 19: Client Goals & Objectives
- Strategy 20: 2nd Appointment
- Strategy 21: Introductions
- Strategy 22: 3rd Appointment
- Strategy 23: The Personal Financial Policy Statement (PFPS)
- Strategy 24: 4th Appointment
- Strategy 25: New Client Welcome
Advocate Process — Existing Clients
Reposition yourself with your existing clients. They will understand your process and become predisposed to introduce you to others.
- Strategy 26: Existing Client Advocate Process
- Strategy 27: Pre-Appointment Process
- Strategy 28: 1st Appointment
- Strategy 29: 2nd Appointment
- Strategy 30: Existing Client Welcome
- Strategy 31: Introduction Revisited
- Strategy 32: Client Advisory Council
Creating Professional Alliances
- Strategy 33: Strategic Partners
Business Plan
Learn how to keep it all on track and be accountable to yourself.
- Strategy 34: Reality Check