If the company I speak to is looking at people with investments HIGHER than $1 million, do I continue the conversation or end the call with them? Whether it is an obvious answer or not, I feel best at simply asking.
You can ask, "do you have any professionals in your office seeking to do business with people who have $250,000 to $1 million?" Often, there are senior advisors (those who limit working with prospects who have at least a $1 million) and junior advisors, those working with people that have less than $1 million).
The person you call from the dialer does not need to be the same professional you add to the calendar.
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