WealthStrat_Insert_2013_Page 2 Laureate Member Resources

As a Laureate Student, Laureate Graduate or Laureate Circle Member, you are granted access to this member’s only resource page.

Below, you may click on each of the links below to download a copy of the document for your use.

Please note that these documents are guidelines for you to implement in your Practice. Each document should be reviewed and edited by you and your team to fit your Practice’s culture and language. If you need any clarification of steps in the document, please email us at connect@laureatecenter.com.

Laureate Planning Process and Table of Contents

Pre-Engagement

Initial Contact

Introductory Visit

Gathering the Data

Evaluation Meeting Name

The Initial Visit

 

Additionally, if you are interested in producing a Laureate brochure for your Practice, the below files will guide you through the process of using the existing sample file to be tailored for you and your practice.

Laureate Brochure Ordering Instructions

 

Required Reading:  Please click on any of the books below to order a copy.

Blink by Malcolm GladwellIllusions by Richard BachDo NothingWarrior of the Light by Paulo CoelhoIrrevocable Trusts

There are no products