Program Welcome

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PSA 1.    Introduction & Orientation 

PSA 2.    Set Your Goals

PSA 3.    Time Allocation

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Pillar 1:  Client Analysis

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PSA 4.    Client Segmentation

PSA 5.    Client Analysis

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Pillar 2:  Client Experience

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PSA 6.    Know Your Client with FORM

PSA 7.    Client Servicing

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Pillar 3:  Client Onboarding

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PSA 8.    New Client Process

PSA 9.    Pre-Appointment

PSA 10. The 1st Appointment

PSA 11.  The 2nd Appointment

PSA 12.  Welcome Process

 

Pillar 4:  Client Rebranding

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PSA 13.    Client Transition: Wealth Continuum

PSA 14.    Review Meetings

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Program Wind Down

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PSA 15.    The Road to Success

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