EXECUTE Your Advisory Services Offer – Elite

Transform Your Advisory Services with Cash Flow Mike

About the Lesson: In this essential lesson, “Executing Your Advisory Services Offer,” you will learn how to effectively set up, manage, and execute your advisory services to provide maximum value to your clients. This session will guide you through creating a structured and impactful advisory environment, ensuring seamless client onboarding and engagement.

What You Will Learn: By the end of this lesson, you will be equipped to:

• Set Up Your Advisory Environment: Establish the optimal environment for conducting advisory sessions, ensuring both you and your client are fully prepared.
• Identify Necessary Documents: Determine the key documents you will need from your clients to perform comprehensive financial analysis and provide valuable insights.
• Visualize Future Outcomes: Build compelling visuals to demonstrate the future benefits and outcomes of working with you, helping clients understand the value you offer.
• Master Onboarding: Learn that onboarding is a 3-step process consisting of Prepare, Share, and Orientation, ensuring a smooth and effective start to your advisory relationship.

Session Highlights:

• Environment Setup: Gain practical tips on setting up a professional and efficient advisory environment that fosters productive client interactions.
• Document Collection: Understand the critical documents needed for financial analysis and how to request them from clients.
• Future Visualization: Learn techniques to create visuals that clearly communicate the potential future benefits of your advisory services.
• Effective Onboarding: Explore the three-step onboarding process—Prepare, Share, and Orientation—to ensure clients are fully integrated and engaged from the start.

This group coaching session is designed to provide you with the tools and knowledge to execute your advisory services offer effectively. Join us to learn how to create a structured advisory environment, streamline client onboarding, and deliver exceptional value to your clients.

We look forward to helping you elevate your advisory services and achieve success with your clients.

Mike Milan is inviting you to a scheduled Zoom meeting.

Topic: EXECUTE Your Advisory Services Offer
Time: Aug 5, 2024 04:00 PM Central Time (US and Canada)
Every 2 weeks on Mon, until Dec 23, 2024, 11 occurrence(s)
Aug 5, 2024 04:00 PM
Aug 19, 2024 04:00 PM
Sep 2, 2024 04:00 PM
Sep 16, 2024 04:00 PM
Sep 30, 2024 04:00 PM
Oct 14, 2024 04:00 PM

Nov 11, 2024 04:00 PM
Nov 25, 2024 04:00 PM
Dec 9, 2024 04:00 PM
Dec 23, 2024 04:00 PM
Please download and import the following iCalendar (.ics) files to your calendar system.
Weekly: https://us06web.zoom.us/meeting/tZUrceirrDwiGdLw0lCLyU-b-OMWRQouU7o7/ics?icsToken=98tyKuGpqD0rGdaSuBqBRpwcBI_od-nzpmZHjadxi0_pIAxKV070e81vBYBOH83l

Join Zoom Meeting
https://us06web.zoom.us/j/81661327836?pwd=dKU1z4JJ4OjfQWxaqpHPnzqiXAJkln.1

Meeting ID: 816 6132 7836
Passcode: 551089

—

One tap mobile
+13462487799,,81661327836#,,,,*551089# US (Houston)
+17193594580,,81661327836#,,,,*551089# US

—

Dial by your location
• +1 346 248 7799 US (Houston)
• +1 719 359 4580 US
• +1 253 205 0468 US
• +1 253 215 8782 US (Tacoma)
• +1 669 444 9171 US
• +1 669 900 6833 US (San Jose)
• +1 301 715 8592 US (Washington DC)
• +1 305 224 1968 US
• +1 309 205 3325 US
• +1 312 626 6799 US (Chicago)
• +1 360 209 5623 US
• +1 386 347 5053 US
• +1 507 473 4847 US
• +1 564 217 2000 US
• +1 646 931 3860 US
• +1 689 278 1000 US
• +1 929 205 6099 US (New York)

Meeting ID: 816 6132 7836
Passcode: 551089

Find your local number: https://us06web.zoom.us/u/kbyJ3FSZLk