Next actions due in the next 7 days — or overdueThe Week's Work
Presence before businessGoing Quiet
Next 30 days Birthdays
Clients on the platform todayThe Book
Name
Total Wealth
Base Ccy
AUM (base)
AUM in CHF
Last Touchpoint
Foundation → Consolidation → ScaleAUM Trajectory
The MachineNames → Meetings → Clients
Accountability90-Day Scorecard
Metric
Target
Current
Progress
Status
The most important action in Month 1 — plan 4–5 daysLisbon Trip
Pre-trip preparation
Your six stages · your probability map · click a card to editActive Pipeline
#
Name
Est. Wealth
Bucket
Connection Path
Status
Last Touch
Law firms & advisors — target 5 active by Month 3The Network
How to run these relationshipsEngagement Protocol
What to present
Platform overview — who the bank is, the client profile it serves, and the mandate types. Position yourself as their offshore solution for private clients.
What to ask
What proportion of their clients are approaching offshore structuring, liquidity events, or succession — and who handles the investment side today.
What not to do
No fee agreements or formal referral structures early. Trust first, structure later. Premature formality kills these relationships.
Cadence
Monthly contact minimum once active. Share something useful each time — a market note, a structuring insight, an introduction of your own.
Private Clients Desk
Confidential — Paulo Soares
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