Call Results

Do not Mark – Advisor did not pick up. 

Not Interested – You spoke to the advisor and they were not interested in taking a meeting. 

Signed Sunset – The advisor has signed a sunset deal and is in retirement. 

Buyout – The advisor has taken over a book from a retiring advisor and is in a 5-year buyout. 

Bad Number – The number listed is not correct. 

Not FA – The Lead is not a financial advisor. (Not a retail advisor, sales assistant, on a trading desk)

In Play – Do Not Call – The advisor has agreed to a meeting with the local manager.