Business-process education from an appointment provider. This is not financial advice or a promise of results.
Make the identity clear
The consumer may recognize RetireSavor before recognizing your firm. Confirm that the introduction names the advisor and practice and accurately describes the purpose of the meeting. Open by restating that relationship in plain language.
Check the meeting setup
Use a professional display name, test your microphone and camera, and verify that the meeting link works. Set screen-sharing permissions appropriately. Close unrelated windows and avoid exposing other clients’ information while sharing.
Read the brief without treating it as a fact-find
Review why the consumer wanted to speak, the reported asset range, and their questions. Reconfirm the relevant facts through your own process. Marketing screening is not a substitute for professional discovery or suitability analysis.
Use your established framework
Clarify the consumer’s goals, timeline, need for access, and expectations before discussing a specific product. Explain relevant trade-offs and alternatives. The purpose of the introduction is to begin a considered conversation, not to predetermine its outcome.
Agree on the next step
End with a clear understanding of whether another conversation is useful, what information is needed, and who is responsible for follow-up. Do not assume silence means agreement.
Close the feedback loop
Record attendance and provide timely feedback about the introduction. Separate a scheduling problem, a screening discrepancy, and a consumer who simply decides not to proceed. Different issues need different responses.
Understand the AMO process
Compare these questions with our published standards and see whether the partnership fits your practice.
Read our standards