You are a financial advisor meeting a prospect for the first time. All that you know is this person is in their late 20's and their career is taking off. You need to prepare yourself for the meeting. Your manager wants to see three pages of questions and answers before you meet with the prospect. You need to sound like you know what a financial advisor does. You will impress the prospect with your competence and personality. You will learn a good deal about the prospect. If the manager is not impressed with your approach, the manager might take the lead and give it to someone else