10 questions to ask prospective clients
Even though it's simple, Marjorie Fox, a partner at Fox Joss & Yankee LLC, puts this question to every prospect. Her firm manages $200 million in assets.
“If I know they were a referral from a top client, they get in a higher priority category,” she said. “If they came from the internet, then I'll be pushier to make sure they understand our firm.”