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
Tag: Systems
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
Sample Process: Annual Client Survey
Use this sample process as an example when creating your firm’s standard process for executing the annual client survey. Download
Sample Process Template
Use this template when creating your firm’s standard process (system) template to ensure consistency in your process manual. Download
12 Areas to Systemize in Your Firm
Use this checklist to ensure you have written processes in 12 critical areas of your financial advisory firm. Download