He who owns the plan owns the clientâ
An advisorâs reputation isnât defined by his/her best clients but rather they are defined by their worst clientsâ
Focus on who you are keeping rather than who you are going to segmentâ
Play to win instead of playing to not loseâ
Ask yourself, âAm I focusing on scarcity or abundance?â
Phone tag is an insidious thief of timeâ
Always put the client firstâ
All new Excel-based format compatible with Windows for Mac
Create 12-4-2 client meetings (that download to Microsoft Outlook)
Create 4-1 quarterly (butler) meetings (that download to Microsoft Outlook)
Create monthly Center’s of Influence meetings (that download to Outlook)
All holidays in US and Canada are blocked out for your convenience
Download the client’s schedule with one click
All information is self-contained on your computer avoiding any privacy/security issues
You set your hours of business and preferred days for appointments
