Mount Everest rises 29,029 feet (8,848 meters) above sea level, so its peak is beyond the point where most people can breathe unaided by oxygen tanks.  Most people will never do this climb.  They either lack the physical ability or more importantly, the desire to work that hard. 

When it comes to implementing comprehensive financial services, there are financial advisors who look at it as impossible as climbing Mount Everest.  They see the work involved and quit before they even get started.

Why is it that we overwhelm ourselves by looking at the whole project rather than breaking it down into manageable goals?

Thankfully, there's a simple antidote. After deciding that you're committed to implementing comprehensive financial services, then just take the first step. You're not going to climb this whole mountain overnight; you're just committing to the effort and then taking the first step. 

So, what's the first step? It's implementing a systematic, highly structured annual client meeting cycle with agendas predetermined for each meeting and checklists driving the whole process. (The process The Trusted Advisor Toolkit™ supports is called The Three Meeting Process™).

Whatever process you choose, this is the best "first step" because it puts in place an operating system for everything. Take a look at how this will benefit your office:

• Every ideal client agrees and commits to attend three progress meetings per year. 
• The client progress meetings occur every four months so you’re in close contact with your clients.
• You have on your schedule the annual meeting cycle for every client, so you know when to expect each client.
• The client progress meetings are spread equally across the year, so they don't unduly strain your team. 
• Each of the three meetings has a predetermined checklist and agenda so that, for each ideal client, all checkpoints on the list are crossed off every 12 months. This ensures that nothing falls through the cracks and all your clients are on-track financially. 

The quickest and easiest way to get up “the mountain” is to focus 100% of your energy on scheduling all of your ideal clients into a structured and consistent annual meeting cycle. When you have that done, you can focus on the next step – putting in place standardized meeting agendas and checklists for the progress meetings that you now have scheduled. 

Just as Sherpas guide climbers up Mount Everest and make sure they make it to the top, The Trusted Advisor Toolkit™ can be your guide to successfully installing comprehensive financial services in an easy, step-by-step manner.  You can register now for a basic membership at no charge.