LTG Circles - Growing our Businesses Introducing Clients to Each Other!Philip Volk, Matt Dunstone and Scott Mitton

• Meets the needs of the clients

• Deepens the relationship between provider and their clients

• Increases chance for cross introductions and client return referrals

• Rewards – growth

• Compliance

Why Introduce Clients?

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Working together

• What we agreed last time was:–To work together in smaller groups (LTG Circles) to actively introduce

clients to each other

1.Do we trust each other sufficiently to make this work?

2.How do we introduce clients to each other?

–Client information

–Making the introduction

Client Introductions are a practical measure of trust

Flow Chart

Next Steps

Today let’s…• Agree on introduction method

–5 Minute Financial Health Check (5MFHC)

–About You Questionnaire

–Client Authorisation

• Number of 5MFHC’s before next meeting

Next Meetings…• Next meeting dates and agenda

– 8.30 10th Oct - LTG Circle 2

– 8.30, 14th Nov – LTG Circle 2

– 7.30, 16th / 23rd Nov – LTG Quarterly Workshop

• Proposed Agenda– Business briefing from the host (CVP) –

15 min

– Referrals

– Live Case Studies (all)

– Next Month Meeting

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