Our goal is to have demonstrations set with financial professionals who can become new clients of our service.
Please do not set demonstrations with people who are "curious" and just want to see what we do. In other words, they say "I am curious to see what you do" or "I have enough clients but will take a look at what you do" or some other comment which indicates they have no current interest in gaining new clients now but are willing to waste their own time and our time.
We are interested in having demonstrations with
- professionals who want to add new clients (if the professional does not seek to add new clients, please do not set a demonstration)
- can take on new clients in the next 7 days
Do NOT set demonstrations with people who are "curious" as we need to speak to professionals interested in gaining new clients now.
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