Not all prospects are equal. AI helps you focus on the most promising opportunities.
Scoring workflow:
- Collect prospect inquiry details — source, stated assets, goals, urgency
- Paste into AI with prompt: ‘Score these 10 prospects on a scale of 1-10 based on fit for a financial advisory practice serving [your target client]. Consider: asset level, complexity of needs, urgency, and likelihood to engage. Rank them and explain your top 3 priorities.’
- Focus your outreach on the top-ranked prospects first
Email triage: Forward inquiry emails to AI and ask it to identify signals of high-value prospects — language indicating urgency, significant assets, complex situations.
Result: More time spent on prospects most likely to become ideal clients.