What is the best course of action to take when a prospective client comes in with no financial documents when they have been asked specifically to bring them in? What if they have driven a very long way for the meeting?

Article ID: 116

Last updated: 20 Nov, 2019

How far or long they drove is not relevant. You had an agreement with them that would show up prepared for the meeting so THEY could have the best experience possible. There is no meeting without the documents.

This does beg the question, “who was accountable on your team to make sure they clearly understood what they needed to bring, they agreed to bring it, and this was confirmed a day or two before the meeting?”

Is it their fault for reneging on their agreement or your sloppy business practices to blame?

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