WELCOME EMAIL FROM ADVISOR TEAM (SENT AUTOMATICALLY TO ADDED CLIENT)
INCLUDES: OFFICIAL WELCOME LINK TO LOG IN & PASSWORDS ADVISOR TEAM CONTACT INFORMATION 
REGULAR BUSINESS CALLS
(WEEKLY OR BIWEEKLY DEPENDING ON CLIENT & STEP) INCLUDES: OUTLINE PROGRESS REVIEW NEXT STEPS ANSWER QUESTIONS |
WELCOME CALL (WITHIN 1ST BUSINESS DAY)
INCLUDES: WELCOME AND OUTLINE FIRST STEPS ANSWER QUESTIONS SHARE CONTACT INFO 
STEP COMPLETION CALLS OR EMAILS
INCLUDES: OUTLINE OF STEPS COMPLETED PROGRESS OUTLINE REVIEW NEXT STEPS ANSWER QUESTIONS |
DAILY ADVISORY CALLS FOR THE FIRST 5 BUSINESS DAYS!
INCLUDES: OUTLINE PROGRESS REVIEW NEXT STEPS ANSWER QUESTIONS 
CALL OR EMAIL ADVISOR TEAM ANYTIME (WITHIN BUSINESS HOURS)
INCLUDES: ANSWER QUESTIONS ADVISE FROM OUR CERTIFIED ADVISORY TEAM REVIEW COMPLETED ITEMS |
