Client Service Mastery:
Driving Unsolicited Client Referrals by Consistently Exceeding Client Expectations

COMING SOON!

• Client Service Mastery:
  Driving Unsolicited Client Referrals by Consistently Exceeding Client Expectations

  Design a financial services business that will support your ideal future! Your comprehensive plan will give you everything you need for a successful launch!

  • Preparing to Exceed Client Expectations

    Design your ideal business and understand where it is right now. Then develop a strategy for getting there that includes action plans for every roadblock.

    • Vision and Goals: Make This Your Best Year Ever!

      Create a vision of your ideal future so compelling that you'll do whatever it takes to achieve your goals. Learn and develop disciplines to help you succeed in actualizing your vision.

    • Annual Recurring Revenue Exercise

      Develop a specialized list of existing and potential clients that will guide you step-by-step through building your Ideal Client Community.

    • Potential Client Interaction Time

      Learn why the most important number to track is the amount of time you spend interacting with potential clients, and begin tracking your PCI Time immediately.

    • Setting Your Compensation

      A new model for delivering financial services requires a new method of compensation. Learn how you'll get paid, and what you'll get paid to do under this new model.

  • Building a Skilled & Capable Team
    • The Role of the Administrative Manager

      Your Administrative Manager is not an administrative support person—they are the Project Leader.

    • Hiring an Extraordinary Administrative Manager

      Master the ten steps to hiring an extraordinary Administrative Manager who will serve as the Project Leader for you and your team.

    • The Deliverables Team Recruitment Process

      Acquire your next Deliverables Team member in 12 simple steps.

    • Evaluating Your Deliverables Team

      Learn the process for evaluating each of your direct reports every 4 months in an effort to improve your client experience.

    • The Ten Client Deliverables, Course 1 of 2

      When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Services. (1 of 2)

    • The Ten Client Deliverables, Course 2 of 2

      When you provide The Ten Client Deliverables to your clients, you are providing Truly Comprehensive Financial Services. (2 of 2)

  • Delivering an Extraordinary Client Experience

    Delivering an Extraordinary Client Experience

    • The First 104 Days of a New Client Relationship

      Learn how to get off on the right foot with every new Ideal Client relationship, and what you and your team should be doing during the first 104 days.

    • The Hero’s Journey

      What do you have in common with Obi-Wan Kenobi? In this course, Mark walks you through how your path to becoming indispensable mirrors the classic Hero's Journey story structure.

    • The Extraordinary Client Experience

      While this entire program is designed to help you deliver an extraordinary client experience, this module will dive into some simple ways you can start moving in that direction right away.

    • The Annual Referral Rate and Referability Dashboard

      By exceeding client expectations, you can increase the quantity and quality of referrals you receive.