The document discusses introducing clients to each other to meet client needs, deepen relationships between providers and clients, and increase cross-introductions and referrals. It proposes introducing clients through smaller groups called LTG Circles using a 5-Minute Financial Health Check and questionnaire. Next steps include agreeing on an introduction method and setting future meeting dates and agendas to continue facilitating client introductions.

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

2. Why Introduce Clients?
• 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
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3. 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

4. Client Introductions are a practical measure of trust

5. Flow Chart

6. Next Steps
Today let’s… Next Meetings…
• Agree on introduction method • Next meeting dates and agenda
– 5 Minute Financial Health Check – 8.30 10th Oct - LTG Circle 2
(5MFHC) – 8.30, 14th Nov – LTG Circle 2
– About You Questionnaire – 7.30, 16th / 23rd Nov – LTG Quarterly
Workshop
– Client Authorisation
• Proposed Agenda
– Business briefing from the host (CVP) –
15 min
• Number of 5MFHC’s before – Referrals
next meeting – Live Case Studies (all)
– Next Month Meeting
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