How to use this checklist
Send this to anyone who books an intro call so the first meeting starts with real information. It also tells the prospect what to expect from you.
What is inside
- Your goalsFive years from now: where you want to be with work, home and family, in your own words.
- Your income and spendingTake home income: what arrives each month, from every source.
- What you own and what you oweCurrent accounts and easy access savings: each account and roughly what it holds.
- Documents to bringRecent statements: the latest for every account you listed.
- Questions to ask usHow are you paid?
- What happens after the first meetingwe talk through your goals and your position, and you ask anything you like.
Three title ideas for your own version
- What to bring to your first planning meeting
- The first meeting checklist
- Prepare for your advisor meeting
Where to promote it
- referral partners
- seminar handouts
What should a prospect bring to a first meeting with a financial advisor?
Their goals, a rough picture of income, spending, savings and debts, and recent statements. This checklist lists them and adds questions to ask you.
Make this checklist your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
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