The CONNECTED Advisor
8 Months to Build Your Extraordinary Practice
• BUILD A 5-YEAR LIFE/ BUSINESS PLAN
• BRAND YOUR PRACTICE AND JUSTIFY YOUR FEES
• DEFINE "Platinum" SERVICES FOR TOP CLIENTS
• ESTABLISH COMMUNICATION PLANS THAT LOCK-IN TOP
            CLIENTS
• DEEPEN RELATIONSHIPS UTILIZING ADVISORY BOARDS
• ENGAGE TOP CLIENTS WITH LIFESTYLE EVENTS
• UNCOVER REFERRALS AND OPPORTUNITIES THROUGH CLIENT
            REVIEWS
• ACQUIRE TOP CLIENTS’ FAMILY AND FRIENDS