The meeting went well. So what happens next? Your advisor spends 45 minutes with a qualified prospect. They discuss their goals, ask questions, and end the call. But no next meeting is booked. No follow-up date is agreed on. Sometimes the prospect needs more time. Sometimes the next step simply wasn't clear. Here's one thing to check: Look at your last 10 discovery calls. How many ended with an agreed next step? And for those that didn't, does your team know when to follow up? At Oasis of Nobles, we help financial firms improve their booking, follow-up, and client acquisition systems. A booked meeting is progress. A clear next step keeps the conversation moving. Follow for more ways to grow your financial firm. #WealthManagement #RIA #FinancialAdvisorMarketing #ClientAcquisition - @nataliapk_finance