WHAT YOU CAN EXPECT

• Enhance your relationship with existing top clients by gathering further Client Profile information 

• Implement a clear and precise structure for your revised financial planning activities

• Outline the advantages of your improved wealth management approach to existing clients

• Deliver a PFO to your AAA, AA and A clients

• Convey your Introduction Process to your triple AAA and double AA clients to ensure they know how to introduce others

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HOW TO GET STARTED

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How to Get Your Rebranding Initiative Underway

1. Review Hitting the “Refresh” Button to understand the purpose of Client Rebranding.

2. Print a copy of the following rebranding resources:

   • Existing Client Flowchart 

   • Existing Client Steps 

   • Existing Client Checklist 

3. Each step outlined in these resources will be broken down further in the subsequent Best Practices. All resources required for implementation will be provided.

4. Print a copy of The Rebranding Tracker.

   • Use this resource to track clients as you bring them through this process and equally important to monitor the results of doing so.

5. Set a target completion date to methodically go through this process with the clients in the AAA, AA and A groups.

6. Review your list of AAA, AA and A clients to identify the first three clients you will be bringing through this process. 

   • Add these three clients to The Rebranding Tracker now.

7. Assign a team member to coordinate the Existing Client Process.

8. Create a folder on your desktop called 'Existing Client Process' and save each of the Existing Client Process resources in the folder.

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