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What you get back
- A career and company profile with role and seniority
- An estimated wealth profile and any liquidity signals
- A fit assessment against your ideal client and a suggested way in
Ask
Is this prospect worth pursuing?
Qualify a prospect’s wealth profile, background, and fit against your ideal client before you invest time.
Not every introduction is worth your time, and chasing the wrong prospect is expensive. Before you engage, Amy assembles what’s knowable about a prospect — their career, company, likely wealth profile, and any history with your firm — so you can decide whether to pursue them.
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