The Foreign National market is large, lucrative, and underserved. But to excel in this market it’s important to qualify clients upfront. The following case study provides an example of how to qualify a prospect and then offer the right solution.
Jessica, 26, recently graduated from UC Berkley with a master’s degree in Software Development. An American citizen both by birth and family ties, she had just accepted a lucrative job from a leading social media company. She has arranged to meet with Susan Smith, her advisor, to start professional financial planning.