New Joiners 10.9.2010
Client Mind Maps
For Each Client
As To Do - Aide Memoire
Also to inc discussion topics
To Use As Agenda
Inc Personal Intro
David Stainton
Discuss Seminars
DG Involement
Discuss Interview Process(Mark Hynes)
Pre-Appointment Brochure
Not happy with my current client proposition
Bob Harvey
Mark Hynes
Strategic Coach
R Future
D Dangers
O Opportunities - Concerns
S Strengths
Questioning skills
Opening Meeting
Investment Portfolios
Other Partners Approoach
Paul Luetchford
Mentoring re Strategic Coach
Analytics
Fund .v. SJP Fund
Chart
Scatter
Risk .v. Reward
Fund Manager Profiles
Sandcharts?
Branding Talk to David Scholes
Practise Brochure
Client Acquisition
Business Intros
Andy Butler
Dee/Stuart
Corrie
Pensions
Personal Intros
Start Asking
Reward After Lead
Best Clients 'A'
Really Need Your Help
Solicitors
Letters Bob (Phone)
Send letter-Phone-Appt
Trust/SJP Gte/Partner Support/Liability
Testimonials
Best Clients
Relevent Life Policy (See Bright Grey)
Local Businesses
Helen Lawrence - IHT Advice?
Bright Grey
Contact Rep arrange appt
Relevent Life Plan
Marketing letters