Your Clients
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Use time, energy, and money resources efficiently in delivering the Client Experience
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Enhance referability by cultivating an experience that AAA and AA clients will want others to experience
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Involve others on your team, CUSO, your organization, and third parties where appropriate to implement successfully
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Maximize client events being organized and offered by your organization
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Maximize client events being organized by CUSO
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Follow a process the day of the event to ensure event venue and logistics are ready to go
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Leverage your Strategic Partners by inviting and/or having them as guest speakers at events
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Use the PFO to simplify and organize wealth management for your absolute best clients
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Have the PFO become a significant part of your branding
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To become the ‘go to’ person as it relates to any topic on wealth
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To connect meaningfully to the ‘other half’ of the relationship
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Think about referrals in a new way
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Ensure your best clients are getting the attention they deserve
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Position the introductions as a value-added service for top clients
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Ensure your best clients understand how their introductions will be managed
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Regularly reinforce your introduction process to your top clients
