Define the Opportunity

Step 2 of the PAA Process: Define the Opportunity
While Step 1 is about us getting to know you, Step 2 is about us getting to know your clients.

The client profile is critical to uncovering potential areas where you can provide value-added services. We use a Wealth Management Life Cycle Marketing Model to identify and segment your clients into various categories, which then helps us to determine your future revenue potential as well as the order in which services should be made available.

We then ask your clients about key financial services issues:

  • Investment Strategies
  • Retirement Distributions
  • Business Planning

Understanding your client base is essential to the success and longevity of our alliance and also helps us prepare a targeted and proactive marketing plan.

Move on to Step 3: Develop a Marketing Plan