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Our team members are an integral part of the success of a Laureate Level Practice. 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 up 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 Collaborative 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 up 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.
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