Pillar 4: Client Rebranding

Business representative
  • Learn how to successfully receive clients from a Financial Planner who are not a good fit for them in terms of an asset and/or planning perspective, and begin building a successful relationship with them

  • Learn how to professionally realign clients to Financial Planners when they reach the appropriate asset thresholds and/or have comprehensive financial planning needs

  • Be confident you can readily prepare for each Review Meeting

  • Ensure you provide a Review Meeting experience that is client-focused

  • Have all team members on the same page in terms of how to prepare and what to expect

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