Create strategies to retain and expand your current client relationships while creating and capitalizing on new opportunities with prospective clients.

This program is designed to provide insights into working with your current clients, attracting new clients, and preparing a business plan. 

Areas of Study Include:

• Defining the Client Experience
• Client Segmenting
• Developing and implementing communication plans
• Creating special events
• Gaining insight into client situations; future, feelings and family dynamics
• Utilizing insights to expand business 
• Developing and implementing a 7-Week Contact Plan
• Repositioning by introducing the 13 Wealth Management Issues™
• Utilizing the 13 Wealth Management Issues™ Document 
• Defining the client profile you serve best
• Creating a 4-Point Branding Message
• Refining and implementing a prospecting plan
• Setting up interview meetings with prospects
• Utilizing a disciplined discovery process 
• Performing a “gap” analysis
• Effective presentations