I am very new to this process. Because of some recent (very positive) publicity, we are receiving a number of telephone inquiries. What pre-screening questions should I have my assistant ask interested callers before making appointments with them?

Article ID: 474

Last updated: 20 Nov, 2019

Describe your Ideal Client Profile to the prospective client and tell them your minimum fee. If they would like to have an appointment with you, make sure they bring all of their financial documents and their spouse to the meeting in your office.

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Before Financial Road Map™ -> Initial Contact with Prospective Clients

Before Financial Road Map™ -> Phone Consultation™

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