The Process

I guess this is something that is still evolving. I have learnt a lot of mistakes in the eight years since Kingsfleet Wealth began, specifically with regard to receiving referrals and working with other professionals. However, I have tried to encapsulate my experiences, research and failings (to avoid) into a process which can be followed by businesses large or small.

In essence, this can be summarised with:

  • Research
  • Engagement
  • FavouredStatus
  • Education
  • Relationship

My presentations and consultancy work focus on this process and elaborate on them in more detail.