Resources Prospect to New Client Process Day 11 To complete the activities listed, use the following resources: ALL ASSOCIATES Internal Resources Review Convert Prospect to New Client Process (Lesson Topic: Prospecting 3 lessons) (see Resources to the right) Peak Advisor Alliance’s Resource – Create/Review Your Firm's Prospect Packet Library (italics) or Lessons Create/Review Your Firm's New Client Packet (underlined) located within Digital Shadow Team Member: Follow process from receipt of a new Fortress prospect’s name to the first prospect meeting NON-ADVISOR TEAM MEMBERS Maintaining Client Information and Filing System Review Your Firm's Maintenance of Client Information and Prospect to New Client Process Files (Physical and/or Electronically) A term used to define the process an Day 12 individual goes through to become a new client: Packet returned, Data Gathering Appointment, Proposal Appointment, ALL ASSOCIATES Implementation Appointment, and Shadow follow-up after Prospect Meeting (after AWA has shadowed meeting) Allocation Appointment. ASSOCIATE WEALTH ADVISORS (AWA) Peak 90 Shadow Advisor: Hold Prospect Meeting A revolutionary way to generate 90 A+ clients. Advisors use this three-step process NON-ADVISOR TEAM MEMBERS to brainstorm who they want to have as a Account Transfer Systems client, how to approach these individuals, Day 13 and finally convert them to clients. ALL ASSOCIATES Peak 90: Generate 90 A+ Prospects (Lesson Topic: Prospecting) (see Resources to the right) Day 14 ALL ASSOCIATES Review Your Firm's Trading Systems Day 15 ALL ASSOCIATES
Prospect to New Client Process Day 11 ALL ASSOCIATES Review Convert Prospect to New Client Process (Lesson Topic: Prospecting – 3 lessons) (see Resources to the right) Create/Review Your Firm's Prospect Packet Create/Review Your Firm's New Client Packet Shadow Team Member: Follow process from receipt of a new prospect’s name to the first prospect meeting NON-ADVISOR TEAM MEMBERS Maintaining Client Information and Filing System Review Your Firm's Maintenance of Client Information and Files (Physical and/or Electronically) Day 12 ALL ASSOCIATES Shadow follow-up after Prospect Meeting (after AWA has shadowed meeting) ASSOCIATE WEALTH ADVISORS (AWA) Shadow Advisor: Hold Prospect Meeting NON-ADVISOR TEAM MEMBERS Account Transfer Systems Day 13 ALL ASSOCIATES Peak 90: Generate 90 A+ Prospects (Lesson Topic: Prospecting) (see Resources to the right) Day 14 ALL ASSOCIATES Review Your Firm's Trading Systems Day 15 ALL ASSOCIATES Resources To complete the activities listed, use the following resources: Internal Resources Peak Advisor Alliance’s Resource Library (italics) or Lessons (underlined) located within Digital Fortress Prospect to New Client Process A term used to define the process an individual goes through to become a new client: Packet returned, Data Gathering Appointment, Proposal Appointment, Implementation Appointment, and Allocation Appointment. Peak 90 A revolutionary way to generate 90 A+ clients. Advisors use this three-step process to brainstorm who they want to have as a client, how to approach these individuals, and finally convert them to clients.