Pre-conditionsThe client is attending the meeting.Outcome optionsThe client consents to existing terms but modified to the New World.The client upgrades the relationship in the New World.The adviser/client disengage.InstructionsRemember, there’s no…

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…