Stop wasting discovery calls on unqualified leads. A structured intake brief tells you exactly who this prospect is — before you spend an hour in a meeting.
You Are the Prospect — Answer as If Reaching Out to an Advisor
$1M+Avg HNW client AUM
73%Of prospects use first advisor they meet
4.2hrsAvg wasted on unqualified discovery
Prospect Intake — Demo Preview1 / 10
Section 1 of 3
Situation & Assets
Before recommending anything, we need to understand where this prospect actually is — what they have, what triggered the inquiry, and whether they're ready to act.
Section 2 of 3
Goals & Planning Complexity
Goals determine which advisor specialty applies. Tax planning, retirement income, estate, and business exit all require fundamentally different preparation for a first meeting.
Section 3 of 3
Fit & Timing
Decision timeline and prior advisor history are the two strongest predictors of whether a prospect converts — or disappears. We surface both before you pick up the phone.
Question 1 of 10
What prompted you to reach out to a financial advisor right now?
The trigger event is the first routing signal. Windfall events, retirement transitions, and advisor switches each require a completely different first conversation. Your answer determines which specialist reviews this profile and how urgently.
Question 2 of 10
What is the approximate total value of your investable assets?
Investable assets are the single most important qualifier. They determine the service model, fee structure, and depth of planning we can deliver. Include savings, IRAs, 401(k)s, and brokerage accounts. Exclude home equity and personal property. Approximate is fine.
Question 3 of 10
How soon are you looking to get started with an advisor?
Timeline is one of the three strongest signals in your fit score. Advisors review immediate-timeline prospects within 24 hours. Longer timelines receive a structured follow-up sequence — we do not pressure you before you are ready.
Question 4 of 10
Do you currently have a financial advisor?
Your current advisory status shapes how we structure the first meeting. Prospects switching advisors receive a transition analysis prepared before we speak. First-timers get a full onboarding overview. There is no right answer here.
Question 5 of 10
What is your primary financial goal right now?
Primary goal determines advisor specialty assignment. Retirement income, tax optimization, estate planning, and business exit all require different preparation and different specialists. Select the one that best describes your most pressing priority.
Question 6 of 10
What is your approximate annual household income?
Annual income informs tax planning complexity, contribution strategy, and the service model we recommend. One of several factors used to ensure we match you with the right advisor type and service tier.
Question 7 of 10
How would you describe your investment risk tolerance?
Risk tolerance drives portfolio construction and the type of planning conversations we lead with. No right or wrong answer — honest responses lead to better recommendations and a more focused first meeting.
Question 8 of 10
Do you have active tax planning concerns?
Tax complexity is one of the strongest predictors of engagement depth and advisory relationship length. Prospects with active tax concerns are matched with advisors who coordinate directly with CPAs and tax attorneys.
Question 9 of 10
How did you hear about us?
Referral source completes your prospect profile. CPA, attorney, and client referrals receive priority scheduling — they arrive with context that makes the first meeting significantly more productive.
Question 10 of 10
How would you describe your current level of financial organization?
This tells us how much preparation time your first meeting requires — and whether we need to send you a document checklist before we speak. Prospects who are well-organized get straight to strategy. Prospects who are not get a structured onboarding process first. Either way, we are ready for both.
Your Prospect Assessment Is Ready
You've completed all 10 questions. Your Prospect Fit Score and tier classification are calculated — enter your information below to release your results. A summary is sent to your inbox the moment you submit.
Your contact information is used only to deliver your results and follow up. Never shared. Never sold.
Prospect Fit Score
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Calculating...
Prospect Profile Brief — Demo Summary
Based on Your Results
✓ What This System Does
Qualifies every incoming prospect before you spend an hour in a meeting
Scores each lead so you know which ones to prioritize and call first
Surfaces AUM, timeline, goals, and tax complexity before the first conversation
Flags low-fit prospects so you stop wasting discovery time on dead ends
Delivers a structured brief to your inbox on every submission
Makes you look like the most prepared advisor prospects have ever spoken with
✗ What This System Does NOT Do
It does not provide investment advice or financial recommendations
It does not integrate with your CRM or portfolio management software
It does not generate leads — it qualifies the ones you already have
It does not replace your discovery call — it makes it dramatically more efficient
It is not a subscription — you own it outright, no monthly fees ever
Choose Your Plan
Priced by Practice Size — Not by Features
Every plan includes the same core system. The difference is how many advisors use it, how many prospects you're running, and whether your clients see IECAN's name or yours.
Solo Advisor
$1,997one time
For independent RIAs and solo practitioners. Single advisor, single practice — no team.
One additional qualified meeting per month covers this cost. The rest is pure upside.