I will be meeting with a professional money manager soon. I explained that I offer comprehensive financial planning and it would compliment their offering to their clients which his purely investment. My question to you is is it a good idea?, What should I share with them? The 5 critical reports? The three meeting process? The 143 item checklist? Anything else? It is not a cold call, I know them personally and professionally.

Article ID: 376

Last updated: 20 Nov, 2019

What's the purpose of the meeting?

The only reasons to meet with a money manager are:

1. To do their FRM as a prospective client. Is this a referral or self referral?

2. To vet as a potential SME. If this is the case, follow the process that Mark teaches.

Your question appears to indicate that you are approaching the Money Manager to gain access to their clients. That is not part of our model.

If my assumption is incorrect, follow the appropriate process based on 1 or 2 above.

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