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The First 104 Days of a New Client Relationship
- The First 104 Days of a New Client Relationship Module
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.
- Video: The First 104 Days of a New Client Relationship Lesson
In the video portion of this course, Mark Little walks you through the first 104 days from the perspectives of your client, your team, and you as Trusted Advisor.
- The Ten Client Deliverables™ Lesson
Whether or not your goal is to deliver Truly Comprehensive Financial Services, here are some ways you can deliver on each client deliverable.
- The Three Meeting Process™ Lesson
Further information on The Three Meeting Process™, including the 15 Essential Elements of an Initial Client Interview.
- The First 104 Days Timeline by Team Member Lesson
A timeline of what your team should be doing at each point during the first 104 days of any new client relationship.
- Video: The First 104 Days of a New Client Relationship Lesson