Should I send prospects a financial questionnaire before the first meeting?
A short questionnaire sent ahead of time can shape a more useful first meeting, if it is clear and respects the prospect's time.
The useful question behind this
Ask for the essentials that matter, explain why, and let people decline. PFS offers a structured, privacy-conscious way to gather this without the adviser building the form.
What to look at before deciding
- Income and how stable or resilient it is.
- Essential monthly expenses and existing commitments.
- Debt, other obligations and near-term cash requirements.
- Emergency liquidity and resources already available.
- Goals, time horizons and existing assets.
- Relevant risk-related information and what happens if circumstances change.
Where PFS fits
PFS is not a lead-generation service, CRM, advertising agency or substitute for an adviser's professional process. For an adviser, PFS can provide a structured financial-position intake covering information such as income, essential expenses, surplus, obligations, goals and relevant risk-related information before the professional conversation. The adviser remains responsible for professional assessment, suitability and advice.
What PFS does not decide
PFS is not a substitute for legal, tax, insurance, lending or investment-product advice. It does not determine legal liability, choose a specific product or make a regulated recommendation. Where specialist advice is required, use the appropriate qualified professional.
Related questions
See how PFS fits the adviser workflow
PFS can make the starting financial picture clearer. It does not promise leads or client conversion.
For financial advisers