Leads
True or False: A client is a prospect if we have NOT verified their AUM
True or False: A prospect should be contacted every 30 days.
What is TRUE.
How often should advisor reach out to a lead?
What is every 60-90 days
I'm a lead who just submitted a GTKY/had a GTKY meeting with my advisor. I am now promoted to...
What is a prospect.
What is the current AUM minimum for the firm?
What is $2.5 million
True or False: It is okay to reassign specific tasks within the prospect process. Example: Schedule Meeting
What is FALSE! You are to own the prospect process from start to finish.
What is one year
I haven't responded to any emails or calls in 5 months. Who am I?
What is the name of the process you launch to create an active lead?
What is "Recieved AUM Verified- Moving to Prospect"
Dan has been emailing a referral who told him she has "about $12 million". Is this person a lead or a prospect?
What is: A Lead. We have not received a GTKY, held a meeting or received financial statements directly to verify their AUM.
Jarrett went to a member-guest at Wamp. There, he met the CEO who is looking for an advisor to manage his $175million portfolio. They exchanged information. What would you classify the CEO?
What is active lead.
How often should we review the "inactive leads" report?
What is every 60-90 days
A lead has moved on to prospect. They have signed an IAA. What is the next classification?
What is "in planning"
How often should you review the BD Dashboard with your team?
What is once every 2 weeks
I have signed an IAA and decide to proceed with hiring CTWM. I am now moving from active prospect to....
While working at the front desk, a lead calls. What important information should you gather from them?
What is name, telephone number, email, and referral source.
What are the four steps in the prospect process?
what is:
1. Schedule Prospect Meeting
2. Client Proceeding?
3. Client Moving to AUM
4. Gather onboarding details from planning
What report can be viewed on both the client touchbase, and the business development dashboard?
What is active leads report.
I am the owner of the prospect process from start to finish. Who am I?