Financial Advisory Fit
Qualify prospects on investable assets, goals, and readiness before a financial planning consultation.
7 Questions
pre-built and weighted
3 min to complete
average completion time
HOT / WARM / COLD
routing included
978 times used
by Claire Dubois
What your leads will answer
What is your primary financial goal?
Goal clarity correlates with serious intent
Approximately how much do you have available to invest?
Minimum threshold filter for advisory services
How soon are you looking to start?
Timeline urgency increases HOT score weighting
+ 4 more questions included in the full template.
How scoring works
Investable assets (40%), goal clarity (30%), and timeline (30%). HOT leads have clear goals and £50k+ to invest.
Ready to plan
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- 60-min financial planning session
- A full picture of your current position
- A prioritised action plan — regardless of whether you work with us
New client slots open each month — limited availability
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