Dear Dakota: When Should I Send An Investment Guide? Before or After the Discovery Call?

Dear Dakota,

When exactly should I send my Investment Guide? Does it come after an Initial Inquiry but before a Discovery Call? 

I love the idea of client "pre-qualification" because I've spoken to SO MANY people who do not fit my ideal client avatar; mainly, they have champagne ideas on beer budgets.

Does this mean I should have certain things in my Investment Guide that sort of weed out tire kickers? What would that verbiage look like? Would it be as simple as providing a page outlining sample budget ranges (small, med, lg) I'd work within, or should it be a straightforward statement such as, "Currently accepting clients with starting investments of $10,000," or some such?

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