# The Quiet Protocol
## Wealth Management Discovery-Meeting Checklist

A readiness checklist for advisory firms that want more confident first meetings and fewer weak-fit consultations.

### Before the meeting

- confirm primary decision-makers
- confirm account or planning context
- confirm top goals and concerns
- confirm what documents to bring
- confirm time horizon and risk questions to discuss

### Public guidance to provide beforehand

- what the first meeting is for
- what it is not for
- what clients should bring
- how fit is evaluated
- what next steps may follow

### Internal checklist

- review source of inquiry
- review niche or household complexity
- review advisor-match logic
- prepare two likely next-step paths

### Quality markers

- prospect arrives informed
- fit is easier to assess
- the meeting feels calmer
- next steps are more obvious

### Provided by

The Quiet Protocol  
thequietprotocol.com