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Well-Served
Section 1: Introduction
The Importance of your Standards of Care (3:26)
Section 2: Overview
Setting the Stage (2:52)
Clarifying the WHY (6:28)
Section 3: Defining Your Standards of Care
Introduction and Brainstorming (5:21)
Using the Resource Matrix (5:15)
Wealth Management Standards of Care (3:20)
Service Standards of Care (8:43)
Pulling it all together (1:32)
Section 4: Delineating Your Standards of Care
Client Segmentation (2:22)
Applying Your Standards (4:06)
Finalizing Your Standards (6:18)
A word on expections and tough decisions (9:21)
Section 5: Applying Your Standards of Care
Implementing Your Standards of Care (4:23)
Positioning with Prospects and New Clients (6:37)
Positioning with Existing Clients (11:48)
Positioning with COIs (3:54)
Section 6: Next Steps
Time to Get to Work (2:05)
Final Update (3:37)
Clarifying the WHY
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