Qualify leads on: minimum investable assets or loan size, advice need (e.g. pension/mortgage/protection), decision timeline, and vulnerability flags — before booking a full fact-find.
A robust qualification step for UK financial advice runs through: investable assets or loan size (to match the firm's minimum), specific advice need, decision timeline, whether clients have existing arrangements, and any vulnerability flags. This can be a 5-minute call by a trained paraplanner or admin, which typically screens out 40-60% of raw leads before adviser time is committed.