After the first meeting, how do you guys follow up with prospects. Do you send an email, mailer or other method? Just met a big fish who’s going to interview other FAs soon however I just happened...

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Did you ask when he will decide? Follow up summarizing the meeting, do a plan for him for the next meeting and plan to follow up when he says he will decide by.

A big verbal thank you is not a great sign. In sales that may mean less biz.

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Yes. It’s happened to me a few times in this business. It happened way more serving in a restaurant. Called it the “verbal tip” - meaning they won’t tip well when they thank you a ton verbally

Send a thank you card. Thank him for his time. Follow up with a phone call 7-10 days later.

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PFG1, why should the advisor think the prospects for his time?!? They should be thanking us we are the one donating our time to them hoping they will do business with us!!!

When you email include something personal that they told you such as an upcoming anniversary, vacation, or a concern they mentioned. Stand out from the crowd as the one who really listened.

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Send a nice email saying great meeting you recapping what it is that your firm offers include a link to your firms website and some brochures about your offerings and firms capabilities

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He was glad we had a detailed introduction. He left off to contact him at the end of March as he should be done meeting other advisors . I typically set the follow up meeting then and there however he was the first to mention when. I summarized what he’s looking for and how we can assist him, towards the end of the meeting

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To be the first one, by accident. He genuinely seemed appreciative of the time we spent.

Where did you leave it when he left? If it was him thanking you and you didn’t already have a follow up in place to do the planning, I’d get in touch within a couple days and try and schedule a follow up

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