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Experience renewed client engagement and increased advocacy with existing clients
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Successfully position yourself as more than just an “Investment Advisor”
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Have a system to track all rebranding activities
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Consciously focus on the high value relationships to solidify them
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Identify the first three people to go through this process
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Begin to track all rebranding activities and the subsequent results of your efforts
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Consciously focus on the high value relationships you have to maximize them
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Continue to track all rebranding activities and the subsequent results of your efforts
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Finish the rebranding with your existing clients on a high note
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Finish tracking their rebranding activities, but continue to track the results of your efforts
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Be confident you can readily prepare for each Review Meeting
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Ensure you provide a Review Meeting experience that is client-focused
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Have all team members on the same page in terms of how to prepare and what to expect