Appendix

Appendix – Table of Contents:

Chapter 1:  Building a Team

Appendix 1:  Compensation Package

Chapter 2:  Stop Wasting Time – Get Organized

Appendix 2:  Reminder Sheet

Appendix 3:  Meeting Cover Sheet

Appendix 4:  Blank Hold ‘em Fold ‘em

Chapter 3:  Managing Expectations – The Planning Process

Appendix 5:  Appointment Confirm Letter

Appendix 6:  New Client Checklist

Appendix 7:  Fact Finder (Part 1, Part 2, Part 3, Part 4, Part 5, Part 6)

Appendix 8:  Goals & Objectives

Appendix 9:  Initial Meeting Checklist

Chapter 4:  After the Plan

Appendix 10:  DFP Welcome Team Letter

Appendix 11:  Binder Cover Letter

Appendix 12:  Review Letter

Appendix 13:  Review Questionnaire (What keeps you up at night)

Appendix 14:  Review Questionnaire

Chapter 5:  Client Relationships

Appendix 15:  Market Contact Summary

Chapter 6:  Purposeful Marketing – Never Too Many Touches

Appendix 16:  2016 Marketing Calendar

Appendix 17:  New Year’s Resolution Letter (Bookmark)

Appendix 18:  Sample Newsletter

Appendix 19:  Client Survey

Appendix 20:  Shred Fest Invitation

Appendix 21:  Valentine Soiree’ Invitation

Appendix 22:  Junk to Jewels Appraisal Worksheet

Appendix 23:  Bookmarks