A financial advisor's most expensive resource is their discovery-call calendar. Filling it with prospects below your minimum is how good advisors burn out.
Qualification handled before the calendar invite
- Approximate investable assets and account types (401k rollover, brokerage, inheritance).
- Timeline: retiring soon, life event, general planning.
- Existing advisor relationship.
- Preferred meeting format and location.
Below-threshold prospects get a polite educational sequence. Above-threshold prospects hit your calendar with the full context in the notes field before you dial in.
Compliance-first
The assistant is trained never to give investment advice — only to schedule and gather non-fiduciary intake data, keeping you clear of regulator concerns.