Page 16 - Advisor Support Program
P. 16
C4L Program Checkpoint - Deeper Relationships
Process
Trusted Advisor Program
Monthly Drip
Etiquette Messages (Birthday, Anniversary, Life Event)
Client Stay in Touch – Checkup Calls
Client Service
Client Reviews
Client Opportunities / Cross-Selling
People
Checkup Calls
Recommended: Assistant
Optional: Appointment Manager
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