Topics – Atlas STRATEGY Purpose Driven MissionUsing the Jobs to be Done framework you will begin to think about your business differently. Strategic Business PlanningDefine your current state before jumping into ideation around your future state. Capacity and Client SegmentationThe purpose of client segmentation is to allocate your finite resources for optimal retention and growth. Client Transfer StrategyAfter you’ve defined your business capacity and segments, you may begin to see your business in a new light. Wealth Solutions OfferingThis strategy is designed to help you create your one-page internal offering inventory and create a process to proactively maintain the list. Pricing InsightsThink objectively about the various pricing methods available to you when you establish new relationships. marketing What is Marketing?Focus on your marketing strategy before marketing tactics to save time and money! What is Branding?A solid brand foundation can be built by answering five questions. Prospecting CalculatorThis simple calculator can help illustrate how many prospects you need to connect with to meet your net new assets (NNA) goals. 90 Second ExerciseWho is most important to your business success? Who could move the needle if you were able to meet with this person regularly? Expand Your InfluenceFind the path to timely business opportunities and be perceived as an expert in your field. Introduce YourselfStaying current with your image and digital footprint is important now more than ever. Pipeline ManagementNo matter where you are in your business journey, having a handle on prospects and opportunities is required to just maintain what you have. Client service Active-Constructive ListeningOpportunities for deeper connection and better relationships are gained or missed based on our ability to use strong active-constructive listening. Client ProfilesThis strategy will show you how to capture and implement a Client Profile system to increase the value of your practice and relationships. Client Service ModelImplementing a thorough review meeting process will help you not only retain the great clients you have but earn the power of introductions. Client ReviewsImplementing a thorough review meeting process will help you not only retain the great clients you have but earn the power of introductions. Financial Virtues in Client ServiceUnderstanding a prospect’s unstated needs is equally important as correctly diagnosing their financial needs. The Financial Virtues report makes this easier. Discovery Active-Constructive ListeningOpportunities for deeper connection and better relationships are gained or missed based on our ability to use strong active-constructive listening. New Client ProcessBuild a relationship from the beginning based on trust and mutual fit. Introductions MeetingDon’t let opportunities to help your client pass you by. This exercise is about being curious. Detailed DiscoveryUnderstanding a prospect’s unstated needs is equally important as correctly diagnosing their stated financial needs. Reaching AgreementShare your personalized recommendations with clarity and reach an agreement to implement their plan with confidence Welcome ProcessUse this process to celebrate the start of a long-term working relationship. Building AdvocatesElevate your Review Meeting process and bring something new to the table and build advocates. efficiency Activity ManagementBy prioritizing your activities, and connecting them to goals, you can start doing more of what’s most important. Team Meetings and CommunicationUnderstanding the strengths and natural personas of those whom you interact daily can only improve your business effectiveness. Roles and ResponsibilitiesAligning the right talent with the right responsibilities helps teams operate at a high level. Practice PlaybookA practice playbook is a systematic process allowing you to evaluate and execute new ideas within your practice. Electronic File OrganizationElectronic file organization can quickly improve business optimization and help avoid data loss. Financial Virtues teaming Effective TeamingBalance innovation and execution while intentionally using the strengths of your team to serve your clients they way they want to be served. Team FormationLeverage best practices to accelerate your team formation Announcements to ClientsClear communications with your clients about team changes helps to avoid confusion and misinformation. Succession PlanningWhether you’re planning to transition your practice in 2 years or 10, a successful plan takes time to prepare. financial virtues Intro to Financial Well-beingLearn how the Financial Virtues report provides a starting point for labeling feelings when it comes to how we think and feel about money. PERMA and Financial PlanningStrengthening PERMA contributes to higher feelings of control, influence, and emotional resiliency related to finances. Personal Response PlanThe Personal Response Plan combines information from a Financial Virtues survey and helps you develop a strategy to guide the conversation.