You’re not logged in!
You’ll need to log in to get access to all of the premium content on this site.
You’ll need to log in to get access to all of the premium content on this site.
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.
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.
Whether or not your goal is to deliver Truly Comprehensive Financial Services, here are some ways you can deliver on each client deliverable.
Further information on The Three Meeting Process™, including the 15 Essential Elements of an Initial Client Interview.
A timeline of what your team should be doing at each point during the first 104 days of any new client relationship.