An individual who had just sold, and a wealth management firm that wanted exactly that client.
01
We identified an individual who had just sold and asked him one question: did he need a wealth manager? He did.
02
We found the firm that fit, agreed a fixed fee with the firm and signed the introduction agreement before any name passed.
03
The firm paid, we routed the introduction by email, then stepped back. The individual paid nothing.
Ask before you pitch. One question tells you whether the person has the need, and only then does a firm get a name. The fee is fixed and the individual never pays.