Do I meet your new client qualifications? (Yes)

Partnership Growth Script: "I'm pleased to share that you currently meet our service model qualifications [with investments/fees of $_____]. What's particularly exciting is how well you understand and value our comprehensive planning approach. As we elevate our service experience, we're focusing on partnerships with clients who not only maintain our minimum requirements but also actively engage in our planning process and share their experience with others who could benefit from our approach.

Some of our most rewarding relationships have come through introductions from clients like yourself – people who've experienced firsthand the difference our planning makes and naturally want to share that with others. This advocacy allows us to be selective about growth while maintaining our high service standards for qualified clients."

Value Alignment Script: "You absolutely qualify for our enhanced service model at this time [with investments/fees of $_____], and I'm particularly excited about continuing our partnership because of how well you utilize our comprehensive planning approach. We're evolving our practice to focus exclusively on clients who both meet our ongoing requirements and become advocates for the value we deliver.

What's especially meaningful is that many of our best client relationships began through introductions from people like yourself – those who deeply understand our approach and can speak authentically about its impact. This natural alignment helps ensure we grow thoughtfully while maintaining our service excellence for qualifying clients."

Relationship Evolution Script: "Not only do you currently qualify [with investments/fees of $_____], but you're exactly the type of client we had in mind when creating this enhanced service model. As we move forward, we're focusing our practice on partnerships that combine three elements: meeting our ongoing qualification requirements, engaging actively with our planning process, and sharing their experience with others who could benefit from our approach.

We've found our most successful relationships are with clients who become natural advocates for our practice – those who experience the value we deliver and enthusiastically share that with others in similar situations. This creates a wonderful cycle where we can maintain our high standards while growing through qualified introductions from clients who truly understand what makes our approach different."