Session #7: Fast Tracking New Clients Part 1 – Fit Process

Business Building Series

Optimize Team Jul 24, 2025 2:00:00 PM

Follow-Up Resources:

Please review the implementation resources below to ensure you create a more consistent, ongoing client experience:

Fast-Tracking New Clients – Fit Process:

Critical Financial Events Graphic

Intro Kit Example – Steel Financial

Pre-Appointment Kit 1 – Card

Pre-Appointment Kit 2 – Prospective Client Letter

Pre-Appointment Kit 3 – Introduction to Our Team

Pre-Appointment Kit 4 – Advisory Biography

Pre-Appointment Kit 5 – Our Partnership With You

Pre-Appointment Kit 6 – Our Partnership With Optimize

New Client Advocate Flowchart

Pre-Appointment Thank You Card

Checklist – What's Important To You?

New Client Process – First Appointment Agenda

New Client Advocate Checklist

Article – How to Make a Great First Impression

New Client 1st Appointment Advisor Script

Assembling Your Intro Kit

Pre-Appointment Initial Contact Script for Advisors

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Session #3: Articulating Your Value & Introductions

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Session #2: Branding & Communication

Optimize Global Asset Management Inc. (operating as “Optimize Asset Management” or “Optimize”) is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as “Optimize Wealth Management”) is a member of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (“CIPF”). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize’s Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such.