Practice Exchange

The Meeting Room Overview

In the Meeting Room, prospects answer discovery questions. Learn why and how to use them to your advantage from both sides of the deal.

Learn About Discovery Questions in the Meeting Room

Learn about the business teaser, its purpose and tips on writing one

The Business Teaser

Practice Exchange Support

Learn about using the Meeting Room as a Retiring FA or Successor FA on Practice Exchange

The Meeting Room

Inspiration for drafting your own business teaser

Example Business Teaser

Starting a Meeting Room

Completing Your Teaser, Discovery Questions and Match Preferences

How to invite matches to your Meeting Room

Inviting Matches to your Meeting Room

Reviewing expressions of interest and sending NDAs to candidates

Reviewing an Expression of Interest & Sending NDA

Executing an NDA from the Retiring FA perspective

Executing the NDA (Retiring FA)

Negotiating and scheduling your first meeting as a Retiring FA

Negotiating (Retiring FA)

Meeting Room for Retiring Financial Advisors or Sellers

What to do once you've been invited to a Meeting Room

Receiving a Meeting Room Invite & Reviewing the Teaser

How to submit an expression of interest in the Meeting Room

Submitting an Expression of Interest

How to execute the blind NDA provided in the Meeting Room

Executing the NDA (Successor FA)

Entering the negotiation stage with a potential seller or retiring FA

Negotiating (Successor FA)

Meeting Room for Successors or Buyers

Find answers and get help from Intercom Support and Community Experts

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