Prospects & Referrals

Initial Prospect Introduction

• Initial Prospect Communication &​​ Follow-Up

• Prospect Schedules a 30 Min. Phone Call

• Initial Prospect Set Up

• After Introductory Phone Call

Discovery Meeting Procedures

• Pre-Discovery Meeting

• Post-Discovery Meeting

Investment Plan Meeting Procedures

• Pre-Investment Meeting

• Post-Investment Meeting

Mutual Commitment Meeting Procedures

• Pre-Mutual Commitment Meeting 

• Post-Mutual Commitment Meeting