Your Team & Affiliates
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Determine who will coordinate and oversee the major areas of your business
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Identify specific tasks within an area each team member will own
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Successfully delegate tasks and activities within your team
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Create awareness of expectations and accountability for each role
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Establish a simple method of accountability on a weekly basis with your team members
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Ensure your team is fully aligned and engaged in the strategic vision of your practice
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Develop a greater sense of team unity
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Enable full participation from everyone on the team on a regular basis
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Identify the various types of Strategic Partners who are key to providing meaningful value-adds beyond the wealth management to your ideal clients
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Take a detail inventory of your current Strategic Partners
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Implement an ongoing method of proactively managing your Strategic Partners
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Identify which Strategic Partners you need to add to your network
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Identify which Strategic Partners you want to add to your network
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Learn how to identify potential Strategic Partners
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Follow a professional process to ensure Strategic Partners are a good fit for you and your clients
