Pre-conditionsThe client has had an initial phone call in which a meeting was scheduled.The meeting didn’t happen.Outcome optionsA meeting is held.The adviser disengages.Strike 1 instructionsIn the case that the meeting…

Pre-conditionsEITHERThere is a relationship with the client and a phone conversation is therefore appropriate,ORThe client has been sent an opt-in email on the basis there is no relationship and/or the…

Pre-conditions There is no relationship The revenue not significant Outcome options Client doesn’t respond or wishes to disengage (disengage) Client wants to continue largely unchanged engagement (clarify and formalise the…