Gather: - **Prospect name** and household details - **Current situation**: Existing advisor? Self-directed? What prompted the meeting? - **Assets**: Estimated AUM, account types, current holdings (if shared) - **Goals**: Retirement, wealth preservation, growth, income, education, estate - **Risk tolerance**: Conservative, moderate, aggressive (or questionnaire score) - **Constraints**: ESG preferences, concentrated stock, illiquidity needs - **Fee sensitivity**: What are they paying now? - **Competition**: Who else are they considering?
