Key Performance Indicators: Giving You More Control Over Revenue, Profitability and Resources
Often there is a difference between what advisors believe about their firm and what the numbers say. Even as performance driven as our industry is,…
Category: Operations
Sample Process – Implementation Meeting (Editable)
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Editable document. Download
Sample Process – Implementation Meeting
Use this resource as an example when creating the written process for your implementation or signing meeting with a potential client. Download
Sample Process – Proposal Meeting (Editable)
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Editable document. Download
Sample Process – Proposal Meeting
Use this resource as an example when creating the written process for your presentation or proposal meeting with a potential client. Download
Sample Process – Discovery Meeting (Editable)
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Sample Process – Discovery Meeting
Use this resource as an example when creating the written process for your first meeting with a potential client (often called a Discovery or Data-Gathering…
Sample Process: Client Reviews
Use this sample process as an example when creating your firm’s standard client review process. Download
Sample Process: Client Onboarding
Use this sample process as an example when creating your firm’s standard process for onboarding new clients. Download
Sample Process: Client Appreciation Event
Use this sample process as an example when creating your firm’s standard process for executing client appreciation events. Download