These include website/investor portal, CRM, in-person meeting space or online (Zoom), online scheduler like calendly.The secret is to create a "system" so you can keep the flow of PMLs coming through your pipeline. 

If it is a emotional support dog (basically a pet with papers they buy online, mostly to find a way to get a pet into a rental), ask for documentation from a local medical professional (NOT anything online). 

You can find online which larger institutions are buying in a specific area and try and reach out to them.

Pressure to use affiliated servicesHidden fee structuresPROFESSIONAL BOUNDARIES ⚖️Good QIs maintain:Clear fee disclosuresWritten policiesProfessional distanceEthical guidelinesWATCH OUT FOR 👀QIs who:Push investment productsOffer tax or legal advice without credentialsSuggest "creative" solutionsPromise guaranteed returns on exchange fundsBEST PRACTICES FOR VETTING 📋Check multiple referencesVerify professional membershipsResearch online presenceReview complaint historyExamine years in businessINDEPENDENCE MATTERS!

Love it.Best advice I can tell you is to prospect prospect, you must lead generate, meet people tell them what you do, preferably face to face, but also on the phone, online etc, albeit I prefer and spent most of my time on face to face meeting and conversation.

Quote from @Sarah Kensinger: Quote from @John Underwood: Wouldn't it be cheaper to order everything online and have it shipped to house?

You can also check their reviews online at Google, Facebook, or Yelp.

I attend one in Frederick which is online right now. 

Or when syndication is struggling like it is move into the training business.there is huge money leveraging your on line popularity where folks will have an irrational opinion of someones bona fides based on SM media presence etc.

Quote from @Max Emory: Hey @Heidi Kenefick, for your master accounting software I recommend QuickBooks Online.