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Advisory Package

Business Meeting

Package Includes:

Preparation and Setting the Stage

  • Professional biography

  • Define wealth management process – Design and coach on delivery

  • Define sales process – Design and coach on delivery

  • Capacity and activity metrics planning – GROW SHEET

  • Promise Board customization

  • Time and calendar management

  • Prospect kit

  • SMART goal process

  • SWOT analysis

  • Client kit

  • Introduction strategies

  • Wallet Share marketing campaign – Land, sea, and air

  • White Label third party managers (some platform restrictions)

  • Budget and third party leveraging

  • Process presentation – Prospect

  • Broker link strategy – Campaign Design

Marketing – Client Acquisition

Service and Relationship Management

  • Client service – Commitment

  • Service level standards

  • Client teaching graphics – Customized

  • Event budget and check list

  • Note taking and delegation

  • Service marketing campaign – Passive/Automated

  • Follow up communication – Process driven

  • Client events(s) – Schedule time and content

  • Client review process/presentation

  • Prospect presentation(s) – Niche market target

  • Share of Wallet (SOW) presentation (review)

Sales and or Presentation Strategies

  • Role play

  • Objection “tree” and resolution

  • Positioning

  • Lead generation training

Closing and Objection Strategies

Price:

$4000 ($1000 Quarterly)

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