"I had the most awkward prospect meeting which was a total miss and now they won't return my phone calls."

From a subscriber: "I had the most awkward prospect meeting which was a total miss and now they won't return my phone calls."

There was no clarity about what the purpose of the meeting was.

This could have been avoided by sending them a brief survey before the meeting.

Take this action TODAY

Send them these three questions, one week before the meeting:

#1 What is the primary reason you want to meet with a financial advisor?

Get this answer and if they don't tell you before the meeting, delay the meeting until you get it.

#2 Why are you interested in working with someone else, rather than managing your finances yourself?

Try to discern if you are meeting with a DIYer who is just there to swipe the goods and bolt.

#3 Do you require any accommodations, such as visual or hearing impairments, food sensitivity, bodily injury, etc?

This is a professional courtesy and a super wow. It shows you support inclusion and are sensitive to their needs without them having to be the ones to tell you.

Here's what not to do:

• Don't send these questions in a clunky PDF; never make someone download if you can avoid.
• Don't ask them what they make, their age, or how much money they have.
• Don't send them a long list - 3 questions only.

Yeah?

Yaaaaah.

BOOM - there you go, today's marketing tip for 'ya!

-Sara G