Just A Few Questions
To Save Time On Our Call
- Something different
- Burning cash on Facebook ads
- Waiting around for referrals
- Relying on shared vendor lead lists
- Cold outreach and random messaging on LinkedIn
- Running exhausting in-person seminars
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- List is empty.
- 10/10 – This is urgent. If I don’t fix this soon, things could spiral
- 8/10 – It matters, but I’m holding steady. If it’s a fit, I’m in.
- 5/10 – I’m doing well and picky. I’ll only work with top-tier options.
- 1-5/10 – I’m browsing for now. No major rush.
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- List is empty.
- Over 30 meetings/month
- 15–30 meetings/month
- 10–15 meetings/month
- 5–10 meetings/month
- 1–5 meetings/month
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- List is empty.
- Yes – I’m a licensed Financial Advisor
- No – That’s not me, and I understand this isn’t the right fit
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- List is empty.
- Yesterday – I’m ready and need help immediately
- Today – This is a high priority for me
- Within this month
- Next month
- In the next 2–3 months
- Probably not for at least 6 months
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- List is empty.
- Yes – I have the time and funds to make this happen now
- Yes – I’ve got the time and can access funds or credit to move forward
- No – Cash flow is tight and I don’t have credit options right now
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- List is empty.
- Yes – I’ll be on the edge of my seat!
- Maybe – I’m still undecided about moving forward
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- List is empty.