What's the difference with Module 8?
ANSWER:
Module 8 objectives (Written Text in a Binder):
How to acquire and lead a Deliverables team in order to orchestrate:
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The Ten Client Deliverables™ (full comprehensive financial services)
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How to install The Three Meeting Process™ (a methodical annual client meeting cycle),
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How to ensure your practice is a thoroughly comprehensive and consistent “process driven” business that delivers on your promises to clients by recruiting and leading to a Best In Class team of Subject Matter Experts.
The TrustedAdvisorToolkit.com™ (TATK) Site objectives:
Specific methods, systems and processes for delegating more to your (growing) Deliverables Team:
- How to delegate meeting preparation for The Three Meeting Process™ (TMP) to your staff and Deliverables Team (DT).
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Video lessons and audio tutorials teach the Deliverables Team (DT) how to create each standardized document and client progress report for each progress meeting within The Three Meeting Process™ (TMP).
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How to delegate administrative tracking of clients and your firm to your staff and Deliverables Team (DT)
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Report templates are provided to help advisors track information across their entire client community (example: client goal report and annual recurring revenue report).
