Establish the Relationship
Scope of Engagement
Compensation Structures
Time Frames
Responsibilities
Gather Client Data
Quantitative (numbers)
Qualitative (dreams)
Risk Tolerance
Statements, Contracts, and Documents
Analyze Client Data
Software Analysis
Human Experience
Specific and Detailed
Time Sensitive
Develop a Plan
Objective and Unbiased
Comprehensive
Customized
Client-Centric
Implement the Strategy
Prioritize Accounts
Timing Transitions
Establish Accounts
Initiate Connections
Monitor the Strategy
Ongoing Reviews and Revisions
Consolidated Account Portal
Economic Triggers
Financial Checklist
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