Page 15 - Advisor Support Program

Process: Trusted Advisor Program

Trusted

Advisor

Thank You Cross-Selling*
Thank you message for all Continuous client Track & pursue additional
new sales; option interaction to foster sales with current clients
to send welcome gift increased sales

Monthly Drip Opportunities*
Educational, positive Track & pursue
messages (never consolidation of all
sales-oriented) client funds

Etiquette Messages Referrals*

Birthday, anniversary & life Referral & referrer based
event “goodwill” messages process; important source
from an extensive library of new prospects

Client Service
Client Check-up Calls Track & address Client Reviews*
“Stay-in-touch” scripted process client service Schedule, conduct & track
to assure ongoing relationship requests periodic reviews with clients
& probe for new opportunities

*CAMPAIGN-BASED PROCESS

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