Most advisors spend their days chasing prospects, explaining fees in person, waiting for people to think it over and following up again and again just to get a meeting on the calendar.

Brenton Harrison, founder of New Money New Problems, does it differently. Using PreciseFP, he created a pipeline that pre-qualifies every prospect, displays his fees before a first meeting is ever booked and lets clients schedule themselves once they confirm price is not a barrier.

In this case study, see how a fully virtual, 3-person firm used PreciseFP’s web-published templates to turn their podcast audience into a self-qualifying client pipeline, and how the practice now captures every client detail once, so nothing has to be asked twice.