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Mastering Wealth Management
This comprehensive mind map is a strategic guide for wealth managers aspiring to become ACE advisors. It outlines a clear pathway to success, emphasizing the importance of adopting a success mindset, implementing effective business systems, and engaging in continuous personal development. This roadmap encourages mastery in client prospecting, building a professional network, and enhancing productivity for financial planning professionals. It's an invaluable resource for those committed to achieving excellence in wealth management and client services.
Edited at 2022-07-09 06:54:43- Weekly Mastermind Presentation Main Week10
This is a mind map about Weekly Mastermind Presentation Main Week10, Main content: Today's Focus, Q and A, Roadmap to Achieve the Team Objective, Team Objective, Book, Code of Honour, Goal.The roadmap emphasizes setting individual goals, developing a success mindset, and following actionable steps like daily activity reporting and weekly evaluations. It also highlights principles for maintaining focus, innovation in service, and consistent professional development, including a 100-day challenge and the use of productivity tools.
- Mastering Wealth Management
This comprehensive mind map is a strategic guide for wealth managers aspiring to become ACE advisors. It outlines a clear pathway to success, emphasizing the importance of adopting a success mindset, implementing effective business systems, and engaging in continuous personal development. This roadmap encourages mastery in client prospecting, building a professional network, and enhancing productivity for financial planning professionals. It's an invaluable resource for those committed to achieving excellence in wealth management and client services.
Mastering Wealth Management
- Weekly Mastermind Presentation Main Week10
This is a mind map about Weekly Mastermind Presentation Main Week10, Main content: Today's Focus, Q and A, Roadmap to Achieve the Team Objective, Team Objective, Book, Code of Honour, Goal.The roadmap emphasizes setting individual goals, developing a success mindset, and following actionable steps like daily activity reporting and weekly evaluations. It also highlights principles for maintaining focus, innovation in service, and consistent professional development, including a 100-day challenge and the use of productivity tools.
- Mastering Wealth Management
This comprehensive mind map is a strategic guide for wealth managers aspiring to become ACE advisors. It outlines a clear pathway to success, emphasizing the importance of adopting a success mindset, implementing effective business systems, and engaging in continuous personal development. This roadmap encourages mastery in client prospecting, building a professional network, and enhancing productivity for financial planning professionals. It's an invaluable resource for those committed to achieving excellence in wealth management and client services.
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- Outline
Wealth Manager
If a family receives Rs 25 lakh or more in future from your investment advice
If you are managing the entire investment portfolio of the family
If you are the first one in the family asked for financial advice
Objective of Wealth Managers' Club
To Prepare you as ACE LIC ADVISOR | Wealth Manager who earn Rs. 1 Lac Per Month by constantly working on SUCCESS MINDSET | SUCCESS HABITS | SUCCESS SYSTEMS
Roadmap to Achieve Objective
Preparing Success Mindset
Garnering Success Habits
Building Success Systems
Creating Online Content Available 24X7
Building Personal Brand
Creating Systems for Lead Generation (Online and Offline)
Customer Relationship Management for Recommendation, Reference & Repurchase
Objective of Weekly Mastermind Meetup
To build community
1. By discussing ideas of growth, knowledge and skills
2. By sharing success stories and challenges
3. By providing feedback and getting solutions for your problems
Code of Honor
1. Focus
1. Environment
Remove Distractions
Fix time slot for social media
Mute notification of all Apps
Unsubscribe emails -- unroll.me
Declutter
Physical
Digital
People
2. Soul - Meditation/Prayer
3. Body - Food/Exercise/Sleep
4. Personal - Hobbies/Talent
5. Family - Quality TIme
6. Business
Low Info Diet
Plan Your Week Ahead
Activities to be focused
Prospecting.
Online
Prospecting - Posting & Engaging on Social Media Platforms
Nurturing - Posting on Groups for Prospects
Conduct Physical Meeting/121 Zoom Meeting with Prospects/Webinar
Offline
Training
For Creating Business Assets
Online
Image Message on Canva or Hire Professional
30-90 Sec Videos on FAQs and SAQs (25+25)
Text Messages (50)
Voice Messages (1-4 minutes)
Social Media Messages (50)
Offline
ID Card & Visiting Cards
Profile
Service Brochure
Canopy
Plan Presentation with Photo
Customer Relationship Management on GooglSheet- Prospecting/Customers/LeftCustomers
Self Analysis
Write down 3 Important Task Daily to be completed
Update & Check Productivity Tracker on Daily Basis
Plan for 5 Day Working, One Day to Recreate and One Day Off
Overcome Procrastination Weekly Analysis with ME | Talk/Meet Accountability Partner Weekly | Attend Weekly Mastermind Meetup
2. Intention
3. Transformation
1. Be a Student for Lifetime
2. Tranformation happens under Pressure
Leave your comfort zone
Read People who are successful
Be in haste to fulfill your dreams
3. Extraordinary times needs extraordinary people
You are unique
Be a Role Model for Future Generation
4. Redefine Your Character : See the Charater Reddefining Sheet
4. Clarity
5. Invest in Profession
10% of your income to groom and train yourself professionally
6. Efficiency
1. implement immediately because MONEY LOVES SPEED
2. Don't wait for perfection
3. Don't do too much analysis
4. 10% Learning - 90% Implementation
5. Momentum will come when you implement
7. Contribution
1. Give minimum 10% of you income to your favorite charity
Develop Success Mindset
1. Listen to the Strangest Secret in the World by Earl Nightingale Everyday
2. Read Goal Cards Daily
3. Write Your Goal Daily
4. Read Creed Document
5. Attend Weekly Mastermind Meetup
Power of One
Mission for Yourself
Income Goal
Path Be a PERSONAL BRAND with Success Mindset | Success habits | Success Systems
Strategy Your client should receive Rs. 25 Lakh or more in future from your investment advice
System Be present online | Add 3-5 Contacts Daily | 1-3 Meetings | Work 5 Days a Week
Topic of Day Self Worth