• Find most likely rich guy that might need a wealth manager
• See if they actually need a wealth manager by simply asking
• If yes, find a wealth manager for them, if not, next person
• Take the opportunity to the wealth manager, charge them roughly $10k
• Make connection
• Exit

Download the same operating structure, It includes editable DOCX + PDF versions of:

myoProcess_Public_Qualified_Introduction_Template_Pack.zip

• Qualified Introduction Agreement
• Pre-Introduction Context Memo
• Fixed Introduction Fee Invoice
• Routing Email Playbook

And the matching PDFs are in the ZIP too.

Every deal-specific field is visibly marked with [BRACKETED PLACEHOLDERS] for you guys.