The CONNECTED Advisor
8-Steps to Building Your Extraordinary Practice
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Step 1: BUILD A 5-YEAR LIFE/ BUSINESS PLAN
Step 2: BRAND YOUR PRACTICE AND JUSTIFY YOUR FEES
Step 3: DEFINE "Platinum" SERVICES FOR TOP CLIENTS
Step 4: ESTABLISH COMMUNICATION PLANS THAT LOCK-IN TOP
            CLIENTS
Step 5: DEEPEN RELATIONSHIPS UTILIZING ADVISORY BOARDS
Step 6: ENGAGE TOP CLIENTS WITH LIFESTYLE EVENTS
Step 7: UNCOVER REFERRALS AND OPPORTUNITIES THROUGH CLIENT
            REVIEWS
Step 8: ACQUIRE TOP CLIENTS’ FAMILY AND FRIENDS
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