top of page

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

bottom of page