High speed strategic planning Forming your foundation A solid business must have a firm foundation. In order to build that solid base, your practice needs a defined service model, laser-like client focus, and a marketing message that accurately communicates your value. The client engagement road map Strategic focus Creating your value proposition Creating advocates Make an impression on clients and centers of influence by implementing a "WOW" strategy. Also, discover the keys to an effective viral marketing strategy with your existing clients and centers of influence. "WOW" quarterly reviews and client service Viral marketing - clients Viral marketing - centres of influence Improving profitability Improve your bottom line with a variety of strategies. From detailed business and client analysis to effective sales meetings and organization structure, these principles have the potential to change the way you approach refining your practice. Business and client analysis Client transition Sales pipeline management and the weekly sales meeting Organizational structure The Portfolio Strategy Desk will help you develop investment strategies and proposals for high net worth clients, endowments and foundations. A team of Russell investment professionals provides sales and service support so that you can leverage your time to offer your clients institutional quality advice and recommendations. The Client Engagement Road Map — To learn more about Russell's financial planning management educational program, click here to be directed to Russelllink.ca (requires login or new membership).			Getting started with Russell Interested in building a relationship with Russell?   Already a Russell partner? Interested in more content? RussellLINK is an extensive resource center for financial professionals who work with Russell. Existing user? Log in now New user? Sign up now

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