a list is not a pipeline

golden vintage tap with money flowing outbonus checklist: 5 points for grading prospects.

by martin bissett
business development on a budget

so you’ve done all the work to get yourself composed and prepared to go out and generate new opportunities, find new business and new clients. now what? how will you know who to contact for the first step?

answer: your pipeline.

more: what the next generation of practice leaders faces | consistency is key to business development | comfort vs. complacency | how are you showing your commitment? | five questions about your network | seven things that good advisors skip
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many partners think they have a pipeline, but they don’t. what they actually have is just a list of prospects they’ve

  • met with,
  • would like to meet with or
  • have worked with in the past.