#2 - Prospecting Process

In this episode, we break down what actually happens between a prospect booking an intro call and becoming a client. From screening for mutual fit to presenting your value, structuring your offer, setting expectations, and improving your onboarding process, this conversation is all about helping financial advisors create a cleaner, more intentional path from prospect to client. If you’re trying to attract better-fit clients, improve your conversion process, or make your first few interactions feel more professional and repeatable, this episode will give you practical ideas to refine how prospects experience your firm. Takeaways: * How to screen prospects before they take up too much of your time * Why mutual fit matters more than simply “closing” the client * How service offerings and pricing shape perceived value * What a strong onboarding process can do for client confidence * Why your prospecting process should evolve as your firm grows