New Joiners 10.9.2010

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New Joiners 10.9.2010

Bright Grey

Relevent Life Plan

Marketing letters

Contact Rep arrange appt

Client Acquisition

Helen Lawrence - IHT Advice?

Local Businesses

Relevent Life Policy (See Bright Grey)

Testimonials

Best Clients

Solicitors

Trust/SJP Gte/Partner Support/Liability

Letters Bob (Phone)

Send letter-Phone-Appt

Personal Intros

Best Clients 'A'

Really Need Your Help

Start Asking

Reward After Lead

Business Intros

Corrie

Pensions

Dee/Stuart

Andy Butler

Practise Brochure

Analytics

Branding Talk to David Scholes

Fund .v. SJP Fund

Sandcharts?

Fund Manager Profiles

Scatter

Risk .v. Reward

Chart

Mark Hynes

Paul Luetchford

Mentoring re Strategic Coach

Strategic Coach

Questioning skills

Investment Portfolios

Other Partners Approoach

Opening Meeting

S Strengths

O Opportunities - Concerns

D Dangers

R Future

Bob Harvey

David Stainton

Discuss Interview Process(Mark Hynes)

Not happy with my current client proposition

Pre-Appointment Brochure

Discuss Seminars

DG Involement

Client Mind Maps

http://www.mindomo.com

For Each Client

To Use As Agenda

Inc Personal Intro

As To Do - Aide Memoire

Also to inc discussion topics