Malcolm Ethridge, a financial advisor at CIC Wealth, uses Asset-Map's Discovery Tool to create powerful first impressions with prospects. Focused on high-ranking tech executives and business owners, Malcolm needed a streamlined approach to showcase his expertise without overwhelming clients. The Discovery Tool simplifies the initial consultation process, providing a personalized financial review from the start. Even when prospects don’t complete the questionnaire, Malcolm uses pre-built Asset-Map profiles to illustrate potential solutions. This method saves time, organizes prospects, and highlights his expertise, helping clients make informed decisions quickly and easily.

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