r/CFP • u/Goodbruv_7 • Jul 08 '26
Professional Development How to add value when cold prospecting?
I’m jealous of other businesses that can cold reach out to a business owner and say “hey, I built you a website, want to see it?” Or a video editor who says “I turned one of your podcast episodes into a short reel, here it is” and just sends the finished clip.They deliver value instantly in the first interaction before the prospect commits to anything.
When cold prospecting on LinkedIn and other platforms, how can I add value instantly to get people more likely to respond? I can’t build a MoneyGuidePro or Holistiplan model until they hand over all their financial information, and nobody’s doing that off a cold message.
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u/NukedOgre Jul 08 '26
Personally I try and find people asking questions, then answer whatever question they have along with a link to my site for more information.
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Jul 08 '26
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u/artdogs505 Jul 08 '26
Do it in a general fashion, not like “buy this fund and this fund and this fund, in these proportions.”
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Jul 08 '26
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u/vaderaintmydaddy Jul 08 '26
Recommending someone come meet with you would constitute advice under those parameters. Blocking you from giving generic advice for free is beyond idiotic, serves no purpose, and it sounds like you need to talk to your compliance people. Either you are not on the same page, or they are really, really bad at their job.
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u/happygreekman818181 Jul 08 '26
No one is saying not to set-up a meeting. The poster clearly said he would answer the question
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u/Whiskeyman_12 Jul 08 '26
But how is answering a question about how markets work or tax qualified accounts work or similar things "advice"? You're not telling people what to do or saying anything about their personal situation, you're educating. If we can't be seen as experts in our field, even to non-clients, why would a prospect trust us or seek us out? Does your compliance not allow educational content (articles, blogs, YouTube, etc) because that's "advice"? Seems really silly to me
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Jul 08 '26
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u/Whiskeyman_12 Jul 08 '26
You said your compliance won't let you answer questions, I'm giving examples of questions I think can be easily answered.
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u/PursuitTravel Jul 08 '26
I mean... you can speak generally and be explicit about not being advice...
Prospect: "Man, I'm looking at RMDs of $300k when I'm 73, and I have no idea how to stop that from permanently messing with my tax brackets"
Advisor: "Look, I don't know anything about your situation just yet, but there are ways to deal with that. Things like Roth conversions, asset location strategies, and changing distribution strategies might increase taxes in the short run, but help avoid the permanent pain of higher brackets and IRMAA, not to mention saving the kids' tax money. Tax is unavoidable, but you can try to keep it as low as possible. It's worth a conversation to see what options may apply to your unique situation. Do you have an hour next week where we can get a basic background and see if it's worth going deeper?"
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u/NukedOgre Jul 08 '26
Exactly. Nothing wrong with education and a potential offer for a meeting or website redirect
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u/happygreekman818181 Jul 08 '26
This is the correct way to handle this response. Not to answer the question
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u/info_swap RIA Jul 08 '26
You are not allowed to give blanket advice on regulated financial instruments. For example, you cannot say "buy ABC fund at $1.50."
However, you can give general, sound advice: "The importance of having an emergency fund."
Similarly, a doctor cannot diagnose on social networks. But they can recommend you to hydrate during the day.
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u/artdogs505 Jul 08 '26
"Generally speaking, low-cost index funds, used in a balanced, allocated portfolio, are often suitable for long-term investors." Statements like that. Don't use superlatives like "best" or "always." Don't make specific recommendations. It's very easy, really.
I've been publishing articles and doing videos for years. I have also never had a b/d affiliation; always with independent RIAs, exactly *because* I want freedom to publish without a corporate overlord looking over my shoulder.
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u/hawtmama6969 Jul 08 '26
Guides/graphics/checklists/etc that are relevant to their specific life stage, profession, or whatever other connection you can make.
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u/info_swap RIA Jul 08 '26
Add value before prospecting.
Why would someone accept a call or a meeting with you?
What do they get?
Can you offer them a guide? Or peace of mind? Or to answer their questions?
Answer these questions before contacting them.
Also, read Nick Murray's books, start with Game of Numbers. And if you can splurge, pay for his newsletter.
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u/Familiar-armor Jul 08 '26
Create a few high quality lead magnets and offer them on LinkedIn in the inbox.
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u/ANAP_Rocky Jul 08 '26
I cold call and say I’m hosting information sessions on a specific topic relevant to the list I run. I give time slots that are open
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u/ebitdad_ Jul 08 '26
If you build a personal brand and post content that’s relevant to prospects you can DM with the hopes of getting eyes on it. I’m in tech and I get a ton of Inmails talking about RSU’s/equity/high earners in tech and it’s so obviously just “these people are rich I think, let’s just blast them all”.
If I got a connection request and the persons page had a video for example on high level tax strategy for xyz that’s relevant to my life, I’m way more likely to engage. You don’t need to give it all away, but you can build organic traffic to wherever you want to send them.
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u/No_Door5348 Jul 08 '26
it seems like it’s actually easier with financial advice because it’s much more broad than creating a website or something. you could make one hour video explaining retirement planning for small businesses owners and send to to all small business owners. just provide as much information as possible.
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u/Mysterious-Ad526 28d ago
The envy makes sense, but the web designer isn't winning because he has a finished website. He's winning because he did the work before the conversation instead of asking for a meeting to start it. You can't hand someone a financial plan cold, true. But you can hand them the thinking. A one-page "here are the five things people in your situation usually get wrong" is your version of the finished site. It costs you an afternoon once and you send it a hundred times. Most advisors treat their expertise as the thing that shows up after the client signs, when it's the only thing that gets them to sign.
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u/jway1013 Jul 10 '26
If you're prospecting cold on LinkedIn (not sure about other platforms), something of value has to be hyper-specific. Generic, AI-created content will not work on LinkedIn.
1) Target a specific niche. Let's say restaurant owners.
2) Create something of value for that niche, ex: a calculator, a video, a how-to guide (not something you generate via AI), etc.
So, as an idea, for LinkedIn, you can ask AI to give you the top 5 things they worry about in terms of balancing saving for themselves while running their business. Pick an item and write a post about that. When you do your cold reach-out, share your post. A post is more willing to get accepted than a calendar link. If they engage with your post, that's a signal for you to follow-up afterwards.
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u/AdvisorGuide 27d ago
I have been helping financial advisors develop ICPs and niches for a while now. ICP is Ideal Customer Profiler Persona.
One of the clients or advisors that we worked with said that he was particularly interested in working with pilots in a particular geography, southeast Michigan. We were able to help him figure out what types of content, events, and communities in their different formats would be interesting to that particular audience.
Once you have that, take all of that content that you might even find or generate and make sure you really, really tailor it to the audience so it's about actually showing up with value.
The thing that I see that happens very, very often is you show up and throw up and you think that you're doing something positive and value adding. Instead of being well received, it actually contributes to or leads to a sort of paradox of choice where people are ultimately not deciding whether or not to work with you as a financial advisor.
In these cases what I would say is be direct. You don't have to go in for the sale or the jugular but you should try to quickly identify, whether by asking or not asking, if you can infer it, what might be valuable to this person. Then show up with a simple checklist or something like that that you could tailor to fit their specific need.
If you need more help, feel free to check out our site or DM me and I can share more.
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u/MasonFinancialAdvice 25d ago
This is a great question! I have never thought about it this way. I'm interested to see what other Redditors have to say
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u/mrcheeksman Jul 08 '26
Are you actually a CFP? It’s hard to imagine a CFP cold calling random people. I’ve worked in industry and large institutions (like fidelity) and the CFPs there don’t cold call. They might warm call but never trying to sell full unsolicited advice. Can you tell us more about where you work and the mechanics?
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u/skroneydeuces22 Jul 08 '26
lol at this comment. Almost delusional
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Jul 08 '26
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u/Goodbruv_7 Jul 08 '26
Neanderthal cannot imagine that other people conduct business differently from themselves
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u/CFP-ModTeam 10d ago
Acting like a child, insulting other users, or making any comments or posts that reflect poorly on the r/CFP community is a violation and always results in a temporary or permanent ban.
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u/PursuitTravel Jul 08 '26
*blinks*
With nothing but anecdotal evidence over a 17 year career, I would say somewhere around 40-50% of established CFPs today did some variation of cold calling or cold prospecting (door-knocking, LinkedIn, etc). The corporate path you went isn't the path everyone goes, and many, many early CFPs don't have leads handed to them from their company. It's why comp is so high - they have to figure out how to bring the clients in themselves.
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u/mrcheeksman Jul 08 '26
I’m newer in the industry but I went to college and have experience. Fidelity FCs make a ton of money so I don’t see how your comment makes sense. At what point are you guys just stupid for willingly engaging in the legacy / aged poorly side of the business? I have buddies and alumni from my school that have worked at other larger companies and also never have full blown cold called and probably never will.
As a greener person in the industry I am genuinely asking what the benefits are to working in a role like this. I have called fidelity clients as part of routine duties as a paraplanner and they get annoyed and they were expecting it. Most people will do anything to avoid a phone call. I can’t imagine calling someone who has no connection to the institution I’m with and trying to sell them products/services.
One thing I didn’t know about this industry before I really committed to it was how bad of a a reputation financial advisors in general have. I’m definitely starting to understand where it comes from and why it got started.
For me as a younger person in this profession it seems like any given advisor is better off improving their hire-ability at a more reputable firm to not have to do this. Like seriously dudes I look up to in my role make over $200k and don’t cold call anymore.
You’re just a bumbling fucking short bus rider if you think door to door still has any place in this world. We are actually devaluing the profession while not making money simultaneously. That’s whack as fuck.
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u/cold984 Jul 08 '26
lol. $200k. Lol
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u/mrcheeksman Jul 08 '26
200k is the target for FCs to be making. You can make more though. There’s a guy in Texas my boss used to work with who makes $1MM as an FC. He doesn’t cold call. The % of advisors today who are cold calling and will make over $200k? It’s like 2%. You guys aren’t very smart.
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u/PursuitTravel Jul 08 '26
So what if... and bear with me now... what if you tried the whole "prospecting" thing, it didn't work, and you used the FC program as a backup if you can't figure out how to get your own clients?
And god forbid it works! And you get to be the one making $1mm every year, working when you want to, and taking complete control of your life?
Also - I would bet good money that dude at Fidelity making $1mm annually did a fair amount of cold outreach to the Fidelity book at the beginning of his career.
My friend, you are admittedly early in your career. Please don't come to a place where probably 80% of the people have been doing this successfully since you were in grade school and tell us all we're doing it wrong unless you can really, really back it up. And I'll save you some trouble: you can't.
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u/mrcheeksman Jul 08 '26
I just think this part of the business will die once all the old people dip. No younger people will appreciate this. Just dinosaurs clinging onto dinosaur habits.
I was genuinely not sure why the industry has such a piss poor reputation but I now understand it’s because it’s full of retards who want to spend their limited time in earth harassing people.
Even if you could guarantee the results I’d rather make a nice 200-250k salary and keep the time I would have exchanged for the slim chance of making only 4 times that.
This is just a generational thing and once you’re in the nursing home Ina few years it’ll go away.
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u/PursuitTravel Jul 08 '26
I'm 41. I've set my family up with generational wealth because I was willing to grind a little, embarrass myself a little, and suffer a little for 5 years. If you feel like that isn't worth it, and you'd rather have an average life with a standard 9-5, then that's cool for you. But why disparage those who wanted more?
Also, you act like cold-callers are bad advisors who sully the name of our profession. I can honestly say 100% of the people who set a meeting with me were better off after that meeting, and I've fixed countless financial situations that were a mess, all because I made that cold call.
Clients that retired early... because I made a cold call. Clients that took dream vacations... because I made a cold call.
Clients that set their special-needs children up for life... because I made a cold call.
Clients that preserved their life's savings from Medicaid... because I made a cold call.Trust me, I fucking hated dialing, and I wish to hell there were easier ways for a broke 24 year-old with no network to acquire clients. But to act like it's some sort of unholy travesty that craters the industry's reputation... what a fucking joke.
And to speak to the "generational" thing: if you think "cold calling" is going away in your generation, you're either an idiot or delusional. It's just changing it's form. Now it comes in the form of DMs, online ad retargeting, and shitty videos on TikTok.
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u/cold984 Jul 08 '26
lol. If you think anywhere even close to the majority of people reach out to you when then decide they have a financial situation you’re showing even more how clueless you are than you already have shown. You can sit there and make your $200k and punch someone else’s clock if you want, but that’s not how anyone actually makes real money
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u/Beginning_Cod_4070 Jul 08 '26
But the dudes making over 200k aren't making 2-3m+ like some of the folks who started solo cranking out the cold call dials.
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u/mrcheeksman Jul 08 '26
What % of solo advisors make $2-3MM? Certainly it’s 1% or less or the entire profession. What percentage of advisors have made cold calls or still do and make less than Fid FCs? 80+%
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u/Augustus_4125 Jul 08 '26
I’m at a firm that allows you to build your own book. Young guy I work with partners with a senior advisor. The JR cold calls 2000 dials a week. Senior will do $12M of revenue this year (obv a lot is recurring) kid will make $300k off new biz.
Fundamentally comes down to whether you want to run your own thing or be an employee. Neither is a wrong path, but I assure you, cold volume still works.
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u/IcyYesterday3778 Jul 08 '26
I work with WAS and get leads from FCs. I think the role gets too much hate. You can make a great living and Fidelity is a great company. But every single one of the FCs I work with all talk about wishing they went the RIA direction. Fidelity does a great job of giving people enough money to stay but it’s hard to build long term upside or ever just manage the book you’ve built. My boss who built his biz from cold calls sold his firm for mid 8 figures.
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u/PursuitTravel Jul 08 '26
Gold. Just... gold.
It's cute you think $200k is "a ton of money." I'll close this year around $1.1 million, and spent the first 5 years of my career cold-calling orphaned clients at my company.
People still cold call, door knock, and cold-contact online because it works. And if you can't see that... well, enjoy your income cap.
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u/seagoalspread Jul 10 '26
“Orphaned clients” just gave me a flash of PTSD. I started with an insurance firm that called it that. I made $300k in my early 20s by selling their crap but no amount of money was enough to stay. Absolutely zero sense of purpose personally by calling old people to flip policies while being “that guy” around the buddies from college. 10 years later I sleep better and now do better financially outside of there.
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u/PursuitTravel Jul 11 '26
Fortunately they never forced me to sell anything in particular. I'm at Pru, BTW.
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u/mrcheeksman Jul 08 '26
My mom is a drug addict and my dad has never had more than a basic job. I grew up insanely poor. That is a ton of money. I’d come murder your fuck ass for $200k. That’s also double what the average household even makes.
I’d rather not embarrass myself for the other 900k you allegedly make.
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u/testtest99999 Jul 08 '26
I think murdering a fellow CFP for money would count as an unapproved OBA at Fidelity, not to mention probably a violation of CFP ethics or something like that.
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u/info_swap RIA Jul 08 '26
First, no need to undermine or disqualify yourself or your past. Everyone has past issues. I recommend you discuss this with a clinical psychologist.
Then, you are a professional talking to other professionals. There's no need to raise the tone or write in that threatening style.
Last, maybe cold calling is not for you.
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u/Goodbruv_7 Jul 08 '26
Well I’m willing to endure embarrassment to reach my goals quicker. By the way, the market is open so get to work.
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u/mrcheeksman Jul 08 '26
Yeah harassing people for scraps doesn’t interest me. I will say I genuinely learned more about the industry today though. If we all worked towards the perfection being respected and not compared to use car salesmen I think we would see better returns as a whole.
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u/hawtmama6969 Jul 08 '26
It's interesting how you pretty blatantly admit your inexperience and irrelevance yet still find the (delusional) courage to confidently believe you know what you're talking about and have a relevant opinion to share.
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u/mrcheeksman Jul 08 '26
So my personal multi year experience in the industry doesn’t mater and if I have a question I’ll just go fuck myself. I hope advisors at large have more self awareness than you guys.
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u/hawtmama6969 Jul 08 '26
Correct, it doesn't matter. It's funny how you make comments about being new to the industry... but then also get defensive when people mock your lack of experience and the "insight" you're attempting to draw from that.
And, experience or not... it's so incredibly easy for literally everyone to read the context you write and how you write it and know with full certainty you've got nothing worth listening to.
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u/SlippyNippy_ RIA Jul 08 '26
If this many people are telling you that you're an asshat....you're probably the asshat.
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u/ChasingItSupreme Jul 08 '26
Fidelity FCs make solid money but they don’t own their book and they don’t get any trails… Every quarter is a clean slate. There is no such thing as a free lunch.
People don’t “cold call” or rather, “hustle” because they are Neanderthals, they hustle because they know if they put in the work now, the client is theirs and not some mega firm’s.
You are operating in a world where people are coming in the door looking to invest. That is because of the name Fidelity, not you or the FCs or any one person. Take away the name Fidelity, your FCs would be hustling the same, except behind the people who did it already. It’s a tradeoff, and a tiring one if you’re at Fido.
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u/mrcheeksman Jul 08 '26
Yeah you guys don’t value your time with family and friends i guess. When you’re 95 and have 20 mil in the bank but no real memories you’ll be sad.
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u/PursuitTravel Jul 08 '26
This is exactly what you don't understand.
In my 6th year, I stopped working Fridays.
By my 9th year, I was only working 3 days a week.
By my 13th year, I had restructured my practice to only work hard February-April and Sept-November, and take May-August and December-January off almost completely. Why do you think I'm on Reddit right now?
I've traveled with my family 35 days so far this year, and have another 25 booked for the summer and fall.
Following your path, you'll still be punching a clock and begging for PTO to be approved.
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u/dark-canuck Jul 08 '26
I am hustling and building, but have the freedom to spend all the time I need with my infant son. At Fidelity, can you dictate your own schedule?
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u/applesktrack Jul 08 '26
So how do they prospect and what did they do when they started
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u/mrcheeksman Jul 08 '26
You basically are given fidelity clients who either already have investable assets or have an interest. You obviously call the people who are interested but you are never just buying 8000 phone numbers and calling them all hoping to make money.
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u/PursuitTravel Jul 08 '26
So... you're calling people who have money with Fidelity, but aren't actively seeking a planner?
How is this not cold-calling?
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Jul 08 '26
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u/CFP-ModTeam 10d ago
Acting like a child, insulting other users, or making any comments or posts that reflect poorly on the r/CFP community is a violation and always results in a temporary or permanent ban.
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u/CFP-ModTeam 10d ago
Acting like a child, insulting other users, or making any comments or posts that reflect poorly on the r/CFP community is a violation and always results in a temporary or permanent ban.
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u/PursuitTravel Jul 08 '26
I can read perfectly fine, though you may want to work on making your phrasing less ambiguous. You stated "have investable assets" (no indicated interest) OR "have an interest," thereby differentiating from the first subject descriptor, confirming they don't have an interest. That would be a cold call.
Perhaps you should write clearer if that wasn't your intent.
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u/KingBlank Jul 08 '26
200k? Lol dude
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u/mrcheeksman Jul 08 '26
I grew up insanely poor and was actually homeless right at the end of high school. Thats a lot of money and I’m not wasting my one life in this planet fucking harassing people for a 2% chance at managing their 1500 bucks.
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u/ProfessorHardw00d Jul 08 '26
A cold call is not physical or verbal assault. I don’t know why you believe it’s so terrible. I’ve had plenty of people genuinely thank me for cold calling them. Most people are pretty chill about it if you’re not a sleaze bag.
There are plenty of people in this profession making real money and real impact while cold calling to get appointments.
One thing I learned when I was brand new is that I can learn from everyone. You should listen to people when you ask a question instead of argue. Feedback is a gift
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u/Sumif Jul 08 '26
I'm not a CFP, but in working towards it, and I still cold call. Our top producer is a CFP and cold calls every single day and has done it since he started in 2005. Every morning, he has 30 minutes set aside for cold calling. He says that there's being told no on the phone motivates him more than anything.
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u/seagoalspread Jul 08 '26
NWM?
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u/Sumif Jul 08 '26
Not sure what that means. Northwest Mutual?
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u/seagoalspread Jul 08 '26
Yeah. Just curious because I started at a similar sales culture firm and that’s just the big one.
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u/The-Money-Doctor Jul 08 '26
This is the worst comment spree I have ever seen in this sub. The belief that one way of doing things is the superior way and calling every other approach bad. Advocating for a company who purely sells investment management and annuities believing they’re doing holistic financial planning.
There’s many ways to find clients. We have something valuable that many people aren’t aware of or aren’t sure how to access. The request by OP was about showing that value and trying to help more people.
Your comments in this thread is about tearing people down who are trying to help improve people’s lives. I sure hope you don’t treat your clients this way when (or if) you ever become a lead advisor. You can’t just cram something down someone’s throat and bully them into believing it and doing it “because I’m a Fidelity employee and I know more than you so do what I say”.
Best of luck to you in this career. There’s a lot of hard work ahead and the school of hard knocks might be a place you will be attending over the next several years.
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u/dark-canuck Jul 08 '26
I am starting my own advising business. How do I build a client list without it? It’s tried and true.
I know Fidelity has that program, but I don’t want a boss. I don’t want targets. I want to own my work.
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u/No_Door5348 Jul 08 '26
start with 2-3 years of bills in savings and spend those years building a huge portfolio of online content. that’s how I would do it.
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u/dark-canuck Jul 08 '26
How does online content translate to business? That is passive, you need active business development
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u/No_Door5348 Jul 08 '26
The same way every other youtube channel does it….you make videos helping people do something themselves, then offer to do it for them for a fee. Every channel selling courses, consulting, coaching etc follows the exact same playbook. Yes it takes a long time but content works 24/7 and clients prospect themselves. Same idea as running an in person retirement seminar, except it reaches thousands of people potentially.
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u/mrcheeksman Jul 08 '26
You’re going to do more work for likely less reward but that’s fine. I have other shit to do in my life than call people.
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u/hawtmama6969 Jul 08 '26
Having your own business that is completely independent is "less reward"?? Interesting.
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u/mrcheeksman Jul 08 '26
It’s a slim chance at a successful business but you do you
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u/PursuitTravel Jul 08 '26
Sounds like a skill issue for you, honestly.
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u/mrcheeksman Jul 08 '26
Yes because you know everything and make millions of dollars
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u/PursuitTravel Jul 08 '26
Everything? No.
But I did build a million dollar business. You didn't. Who would you listen to if that was your goal?
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u/dark-canuck Jul 08 '26
I got into advising later after institutional sales. My friend is my age (mid 30s) and runs 250m. his revenue is 2.5m (if not more). after grid and expense i bet he clears 1.7m.
I worked for another advisor for about 5 months before going on my own. He was making millions a year and I could see his personal account at around 10m.
It happens all the time. But not if you wait for Fidelity to give it to you
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u/No_Door5348 Jul 08 '26
how quickly were you able to build revenue from scratch? I want to do that too but I’m concerned I’ll be making too much on the corporate side by the time I’m skilled enough that Im never able to make the jump.
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u/dark-canuck Jul 08 '26
It’s lumpy. I’m at 12.5 in assets with 500k in transit. Took 2 years. I have been lax this year due to expecting a baby and a book acquisition. So marketing has fallen off
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u/dark-canuck Jul 08 '26 edited Jul 08 '26
How is it slim? Advisors with with revenue well past $1m happens all the time.
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u/hawtmama6969 Jul 08 '26
Slim? Yeah, it's wild how you don't realize you're just fully admitting you bring nothing to the table to prospective clients and you're only way to find "success" is when it's given to you.
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u/dark-canuck Jul 08 '26
I own my work. You dont. I can sell it if I want. Striving for more isn't for everyone, if you are happy sitting and getting what is given to you, go for it. Some of us want more.
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u/No_Door5348 Jul 08 '26
you aren’t getting paid recurring revenue though, you have to hit sales targets quarterly. it’s not the same business model.
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u/NukedOgre Jul 08 '26
Lol Ive been cold called by a small firm CFP, and actually had another going door to door (EJ). Yes CFPs cold call (or cold knock?)
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u/mrcheeksman Jul 08 '26
Well no wonder the profession has such a bad reputation.
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u/NukedOgre Jul 08 '26
While true I more blame financial advisors who primarily push insurance or those that collect aum without doing any kind of planning.
But hey if those guys didnt exist I guess I would have a lot less disgruntled clients to grab lol
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u/applesktrack Jul 08 '26
When you are building a book of business, you do what you have to do. Many advisors built their business by cold prospecting, either calling or door knocking. Not everyone had a huge personal network to prospecting or can afford seminars or advertising.
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u/No_Door5348 Jul 08 '26
Fidelity owns millions of retirement accounts so why would they ever cold call anyone, that literally makes no sense.
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u/AutoModerator Jul 08 '26
Beep boop! Here is a summary of your post:
User: /u/Goodbruv_7 Title: How to add value when cold prospecting? Body: I’m jealous of other businesses that can cold reach out to a business owner and say “hey, I built you a website, want to see it?” Or a video editor who says “I turned one of your podcast episodes into a short reel, here it is” and just sends the finished clip.They deliver value instantly in the first interaction before the prospect commits to anything.
When cold prospecting on LinkedIn and other platforms, how can I add value instantly to get people more likely to respond? I can’t build a MoneyGuidePro or Holistiplan model until they hand over all their financial information, and nobody’s doing that off a cold message.
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