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PRODUCED BY: Maureen Wilke
DESCRIPTION: 6 CD Set Complete with Workbooks in Attractive Three-Ring Binder

Provides the "How To Do It!" action steps with success stories to streamline processes, increase profitability and build deeper relationships with your best clients. Includes:

1. Build a 5-Year Life/Business Plan
2. Brand Your Practice and Justify Your Fees
3. Define "Platinum" Services for Top Clients
4. Establish Communication Plans that Lock-In Top Clients
5. Deepen Relationships Utlizing Advisory Boards
6. Engage Top Clients with Lifestyle Events
7. Uncover Referrals and Assets through Client Reviews
8. Acquire Top Clients' Family and Friends

More Info

FEATURING: Maureen Wilke
DESCRIPTION: 1-CD with e-Workbook
NOTE: Included in The CONNECTED Advisor: 8-Steps to Building Your Extraordinary Practice course

Focused meetings and reviews with HNW clients are critical to retain business and build deeper relationships. This program outlines how to maximize meetings and reviews with top clients, uncover new assets, prioritize top clients, and identify two referrals in each meeting. The Client Review Action Plan checklist simplifies all meetings.

Workbook Action Steps:
• Top Client Review Calendar example (Word template)
• Sample letter with agenda and important review meeting tips
• Client Review Action Plan checklist (Word template)