IMPLEMENTATION
Goal
Document and review all modifications, improvements,
and recommendations made to the client’s Present Position Model in order to realize the benefits discussed to-date.
Create Master Report
1
1
Objective
Create a comprehensive report outlining all of the key discussions and improvements carried out to-date regarding the client’s present financial situation.
Review All Accomplishments
To-date
Systematically review an itemized list of all accomplishments since the onset of your relationship with the client.
2
2
Objective
Clarify Details of Financial Strategies and Products
Address any details or questions involving specific money strategies and associated financial products enabling the overall solution.
3
3
Objective
Assign To-Dos to Complete Open Action Items
Address any details or questions involving specific money strategies and associated financial products enabling the overall solution.
4
4
Objective
Set Expectations for Ongoing Service and Referrals
Set follow-up service and referrals expectations for the next 3 to 12 months.
5
5
Objective
Key Tools
Materials
Leap Cloud Platform
Master Report
Providing the client with a Master Report is an important and value-added step in the Leap process. The purpose of an Implementation Summary is to provide the client with a tangible outline representing all of the modifications and improvements that you have made, and seek to make, to the client’s present financial situation.
This meeting is all about the details. It should last about 60-90 minutes. Don’t rush it, but do respect your client’s time.
How to Generate a Master Report​
1
Login to leapcp.com
2
Select the client to generate a Master Report for
3
Click the Master Report icon
4
Select the information to include in the report
5
Click 'Next'
6
Type in additional notes if needed
7
Click 'Print'
One of the most important aspects of the Implementation Meeting is to validate the service you have provided and to verify permission to connect with the prospects you have referred and introduced during your previous meetings.
Review the Master Report
Address any issues, problems, concerns, errors, omissions, or opportunities with their financial situation.
Review Your Accomplishments
Review each accomplishment and reinforce the underlying reason for the modification or improvement.
Organize Action Items
Create an organized To-Do list that includes current & future action items.
Discuss any New Policies
Review any policies, illustrations or other financial products that may have already been applied for or acquired prior to the meeting.
Assign Tasks
Add items which have not been completed by the client and remain as either follow up, things to do, or for further review.
Set Expectations
Review how you will continue to work together over the next three, six, or twelve months.
Tips and Considerations Before Approaching Prospects
Provide client with a reminder of where they were when you first met and what they’re doing now to address any issues, problems, concerns, errors, omissions, or opportunities
Review how you will continue to work together over the next 3, 6, or 12 months given the amount of Action Items and implementation there is
Use the To-Do List that is a part of the Leap Materials to create a tangible reminder of actions the client and you agree will be taken
Review any policies or other products that may have already been applied for or acquired prior to Implement step
Action Items are discussed with client and priority levels are identified and agreed upon
Problem Identification is organized into actionable steps called Action Items
Identify, assign and schedule tasks for both yourself and client
Reviewing their original Present Position may be helpful
Implementation Success Factors​​​
Create an organized filing system for each client
Develop To-Do lists and action items
Review Master Report with client
Review and discuss prior Models with current models