Prospect Cultivation and Meeting Checklist
The Prospect Kit
Once a Prospect is identified through referral, web form, walk-in/call-in, fill out a Prospect Intake Form and input the information into Redtail and Constant Contact (please email Home Office for assistance with Constant Contact). Proceed to scheduling a meeting with advisor and gather information for a Mailed Prospect Kit or Meeting Kit:
- Mailed Prospect Kit to include
- True Wealth Solution Page
- KA Flier
- “Impact the World” Report
- Confidential Questionnaire
- Advisor Business Card
- A copy of Cassie’s book
- Scheduled Meeting Kit to include
- Everything listed above (True Wealth Solutions Page, KA Flier, “Impact The World” Report, Confidential Questionnaire, Advisor Business Card, Cassie’s book)
- Current Copy of the Beacon Wealth ADV
- Investment management Agreement w/ Client Copies of Disclosures
- Vision Clarifier
- Sample of Wealth Planning Tool Output
Initial Meeting Preparation
Other things to consider for your initial meeting with a prospect:
- Gather another copy of everything above
- Most Recent Fact Sheets
- Lightpoint Portfolio Brochures – Select Equity and MF/ETF
- Directions to where the meeting will take place