Ready-to-Invest Client Filter

Guy Spier shares a time optimization strategy for investment management: stop meeting with prospects who aren't ready to invest and create a systematic way for people to learn about you before committing.

Key Points:

• Time Management Insight:

  • Discovered he was wasting significant time talking to prospects
  • Learned from Moneesh Pabrai to stop meeting with non-investors
  • Implementation led to huge efficiency gains

• Prospect Filtering System:

  • Create an "engine" for how people find out about you
  • Let prospects self-educate through content/materials
  • Only meet with those ready to invest
  • Decline meetings with non-investors

• Benefits:

  • Saves valuable time
  • Creates more efficient business operations
  • Allows focus on actual investors
  • Scales better than trying to meet everyone

• Implementation:

  • Build systematic ways for prospects to learn about you
  • Have clear criteria for who gets meeting time
  • Be willing to decline meeting requests
  • Focus energy on existing investors

This approach shifts from reactive prospect meetings to a more systematic, scalable approach for managing potential investors.