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

 

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  The 3rd Appointment

PSA 13  New Client Welcome

 

Pillar 4:  Client Rebranding

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PSA 14    Existing Client Process

PSA 15    Pre-Appointment

PSA 16    Update Meeting

PSA 17    Existing Client Welcome

PSA 18    Review Meetings

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Program Wind Down

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PSA 19    The Road to Success

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