Preferred learners
- Anywhere
- Academic experience
Categories
Project scope
- What is the main goal for this project?
-
Main Goal: To transition a high-level referral strategy into a practical, actionable plan, creating the foundation for an effective program that generates quality leads from UHNW individuals and family enterprises.
Key Steps:
- Finalize the referral criteria and identify key referrer relationships.
- Develop a targeted communication plan to inform potential referrers about the program.
- Create a simplified incentive structure to encourage participation.
- Set up a basic framework for tracking referrals and providing feedback.
- What tasks will learners need to complete to achieve the project goal?
-
Tasks for Completion:
- Condense the referral strategy plan to focus on immediate action items and clear referral criteria.
- Craft a direct communication and engagement plan for potential referrers.
- Design a straightforward incentive scheme with clear guidelines and benefits.
- Select and outline essential tools and methods for referral tracking and feedback.
Final Deliverables:
- A refined action-oriented referral strategy document.
- A clear and concise presentation for communicating the strategy to stakeholders.
- A blueprint for a referral tracking process.
- A draft for a referrer engagement and acknowledgment guide.
- What is the main goal for this project?
-
Main Goal: To transition a high-level referral strategy into a practical, actionable plan, creating the foundation for an effective program that generates quality leads from UHNW individuals and family enterprises.
Key Steps:
- Finalize the referral criteria and identify key referrer relationships.
- Develop a targeted communication plan to inform potential referrers about the program.
- Create a simplified incentive structure to encourage participation.
- Set up a basic framework for tracking referrals and providing feedback.
- What tasks will learners need to complete to achieve the project goal?
-
Tasks for Completion:
- Condense the referral strategy plan to focus on immediate action items and clear referral criteria.
- Craft a direct communication and engagement plan for potential referrers.
- Design a straightforward incentive scheme with clear guidelines and benefits.
- Select and outline essential tools and methods for referral tracking and feedback.
Final Deliverables:
- A refined action-oriented referral strategy document.
- A clear and concise presentation for communicating the strategy to stakeholders.
- A blueprint for a referral tracking process.
- A draft for a referrer engagement and acknowledgment guide.
- How will you support learners in completing the project?
-
Mentorship and Resources:
- Periodic mentorship sessions to discuss progress and challenges.
- Access to relevant best practice resources.
- Guidance documents on understanding UHNW client needs and behaviours.
Communication Tools:
- Email for communications, submissions, quick queries and updates.
- Video conferencing for check-ins and mentorship sessions.
Resources Provided:
- Existing strategic plan and background documents on the referral strategy.
- Access to the company’s brand guidelines and demographic data of the target market.
- What skills or technologies will help learners to complete the project?
-
Required:
- Strong analytical skills for market analysis.
- Excellent written and verbal communication.
Preferred:
- Experience or background in marketing, sales, or public relations.
- A creative mindset with the ability to develop strategic solutions.
About the company
- https://beaconfamilyofffice.com
- 2 - 10 employees
- Banking & finance
For over three decades, the Beacon Family Office at Assante Financial Management Ltd. has supported ultra-high-net-worth individuals and their families with $3-30 million in investable assets to preserve, grow, protect, and successfully transition their wealth across generations.
Beacon Family Office at Assante uses an integrated approach to creating family offices that are here to continue building their philanthropic legacy. Partnering with niche experts, we remove the mystery of how to guide complex wealth management decisions across generations, across major family life events, and across borders via our sister company, CI Private Wealth in the United States. Whether selling a business, managing major real estate transitions, or coordinating wealth conversations with family members, Beacon Family Office at Assante. is by our clients side each step of the way.
Beacon Family Office at Assante Financial Management Ltd. is part of CI Assante Wealth Management, one of the largest Canadian professional services firms in wealth management. In 2003, Assante was purchased by CI Financial Corp. bringing additional financial strength and resources to the Assante organisation. CI Financial Corp. is a diversified wealth management firm and the third-largest investment fund company in Canada with approximately $340 billion in total assets. Since becoming a public company in 1994, CI has been one of the best-performing securities on the S&P/TSX Composite Index. Here, we have 750+ advisors who oversee $54 billion in assets for 300,000 clients and their families nationwide. CI Assante Wealth Management provides complete wealth management solutions to meet the needs and goals of Canadian families and businesses.