Visitors are often hesitant to share financial details before trust is established — the enquiry flow needs to account for that directly.
An initial consultation framed as free and no-obligation lets a hesitant visitor test the relationship before sharing sensitive information.
Enough to enable a first conversation, not a full financial disclosure before any relationship exists.
Stated directly at the point of enquiry, not just buried in a separate privacy policy.
What happens after submitting — a callback, a scheduled call — removes uncertainty for a visitor already wary about the process.
See how your own enquiry flow scores.
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