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Pillar 4: Client Rebranding

Business representative

Existing Client Process

  • Experience renewed client engagement and increased advocacy with existing clients

  • Successfully position yourself as more than just an “Investment Advisor”

  • Have a system to track all rebranding activities

Pre-Appointment Process

  • Consciously focus on the high value relationships to solidify them

  • Identify the first three people to go through this process

  • Begin to track all rebranding activities and the subsequent results of your efforts

Man Making Phone Call in Office
Meeting with Clients

Update Meeting

  • Consciously focus on the high value relationships you have to maximize them

  • Continue to track all rebranding activities and the subsequent results of your efforts

Existing Client Welcome

  • Finish the rebranding with your existing clients on a high note

  • Finish tracking their rebranding activities, but continue to track the results of your efforts

Writing Letters
Pointing Pen and Finger on Document

Review Meeting Process

  • 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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