Team Training Curriculum
Because we realize your team members are an integral part of the success of a Laureate Level Practice, a key element of the LWS program is providing training and support of your team to help implement your new process.
We support your team in buying into the vision of your enhanced practice, taking ownership and accountability for its success and finding areas of growth for both the practice and themselves. Our collaboration results in your team being empowered and excited by the opportunities created by Laureate rather than being reluctant or “too busy” to implement new strategies.
Through five one hour calls, the Laureate Team will work with your team members to take ownership of the Laureate Model and understand their role in helping you engage and work with Laureate level clients.
As a follow on to the May program, review and understand Attracting and Engaging affluent clients through branding, image and marketing. Introduction to the processes and protocols along with memos, letters, forms, and processes covering the Quantum Introduction and Introductory Visit.
As a reinforcement to the May program, understand the Review Engagement along with the associated memos, letters, forms, and processes for The Gathering, The Evaluation Meeting, and The Initial Visit Retreat.
As a follow on to the August program, review and understand the Design Engagement along with the associated memos, letters, forms and processes for The Analyze & Test, The Building the Plan, The Presenting the Preliminary Plan, and The Presenting the Enhanced Plan Meetings.
As preparation for the November program, review and understand the Implementation Engagement along with the associated memos, letters, forms and processes for The Implementation and The Confirmation Meeting, Review of attracting and engaging affluent clients.
Recap of the Laureate in Wealth Strategies Program and continued introduction to Laureate Circle.