One of the biggest time drains for Filipino financial advisors is the first meeting. You spend 45 minutes to an hour learning basic things about the client — their budget, health situation, goals, family setup — before you can even start talking about plans.
Then half the time, the plan you present isn't quite right, and you need another meeting. Or worse, the client wasn't really ready to buy at all.
Pre-qualification changes this completely. Here's how to do it.
Pre-qualifying a lead means gathering the information you need before you meet — so the meeting itself is focused on presenting a solution, not discovering the problem.
At minimum, you want to know:
Before confirming a meeting, send a quick message: "Para makapag-prepare ako ng pinaka-angkop na plano para sa iyo, pwede mo bang sagutin ang ilang tanong? 5 minutes lang."
Then ask 4–5 key questions. Most leads are happy to answer — it actually signals that you're prepared and professional.
A short 5–7 question form that you send before every meeting. Keep it simple and mobile-friendly. The responses come to you automatically, and you can review them before the meeting.
This is the most effective and engaging method. Instead of a form, you send clients a link to a swipe app. They swipe left or right on 20 quick questions — it feels like Tinder, not a questionnaire.
The app automatically matches them to the top plans from your library based on their answers. You get their contact details, their matched plans, and a clear picture of what they need — before you've had a single conversation.
Tools like PlanMatch are built specifically for this. You share one link, and every lead that goes through it is pre-qualified and matched.
Once you have the pre-qualification data, prepare a focused presentation. Don't present 5 plans — present the top 1 or 2 that genuinely fit their situation, with a clear explanation of why.
This approach closes faster because clients feel understood, not sold to. You're not pushing a product — you're presenting a match.
If you see 20 clients a month and pre-qualification cuts your average meeting time from 60 minutes to 35 minutes, that's 8+ hours saved every month. That's time you can reinvest in more meetings, more follow-ups, or simply getting your life back.
The math is obvious. The question is just building the habit.
PlanMatch handles your discovery process for you. Clients swipe, get matched, and you walk into every meeting already knowing the right plan.
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