1. All suggestions

  2. Prospect acceptance decision tree

12 votes

How should advisors rate a prospective client?
Mirror fogginess? Assets? Net Worth? Propensity to refer new clients?

Suggested by: Tom Duffy • Upvoted: 17 Mar • Comments: 0

Under consideration

Add a comment

0 / 500

* Your name will be publicly visible

* Your email will be visible only to moderators