⏱️ Quick Facts Overview
This 10-minute initial discovery tool captures essential client information for the first meeting. Focus on building rapport while gathering critical data points.
Client Information
PRIORITY
1
Client Information Section
Establishes legal identity and communication preferences.
Best Practice: Start with preferred name
to build rapport. Note any nickname preference immediately.
Client Information Section
Establishes legal identity and communication preferences.
Best Practice: Start with preferred name
to build rapport. Note any nickname preference immediately.
Employment & Income Overview
5
Employment Section
Understand income stability and benefits available.
Always Ask: "Does your employer offer 401(k)
matching?"
Employment Section
Understand income stability and benefits available.
Always Ask: "Does your employer offer 401(k)
matching?"
Financial Snapshot
8
Financial Snapshot
Quickly qualify service level and product suitability.
Compliance Note: Never assume accredited
investor status without verification.
Financial Snapshot
Quickly qualify service level and product suitability.
Compliance Note: Never assume accredited
investor status without verification.
Immediate Needs & Goals
11
Immediate Needs
Active Listening: Let them talk for 2-3
minutes uninterrupted. Take notes on emotional cues.
Immediate Needs
Active Listening: Let them talk for 2-3
minutes uninterrupted. Take notes on emotional cues.
eMoney Integration: These fields map directly to Client Profile > Basic Information