Prospects & Referrals

Initial Prospect Introduction

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  • Initial Prospect Communication &​​ Follow-Up

  • Prospect Schedules a 30 Min. Phone Call

  • Initial Prospect Set Up

  • After Introductory Phone Call

Discovery Meeting Procedures

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  • Pre-Discovery Meeting

  • Post-Discovery Meeting

Investment Plan Meeting Procedures

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  • Pre-Investment Meeting

  • Post-Investment Meeting

Mutual Commitment Meeting Procedures

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  • Pre-Mutual Commitment Meeting 

  • Post-Mutual Commitment Meeting