I just became a Committed Advisor and as you know I have a mature business. There is a lot of material, what should I focus on first and what should my staff focus on first?

Article ID: 392

Last updated: 20 Nov, 2019

Welcome aboard. We look forward to helping you build your Ideal Business with Ideal Clients so you can create your Ideal Life.

1. Build your script binder for having referral conversations with your Ideal Clients.
2. Memorize all those you will be completing face-to-face, practice them, and practice the phone scripts.
3. Get the right amount of Client Acquisition time on your calendar and honor your calendar.

Your staff:
1. Empower them to hold you accountable to let go all of the technical and admin work so you can focus on client acquisition work.
2. They are in charge of implementing the Trusted Advisor Toolkit. (If your AM is not already in the Support Team Accountability Program, consider that. Speak with your Accountability Coach.)

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