Door Openers Flashcards
1
Q
Who is your business with?
A
When was the last time you met with them to review what you have in place?
2
Q
When was the last time you looked at this?
A
Generally I like to touch base with my clients at least twice a year to make sure we have everything covered.
3
Q
Tell me what would happen if?
A
You’re driving down the street and
4
Q
Have you had any luck setting up a systematic way of putting away money?
A
Tell me how thats gone for you.
5
Q
Do you have a plan in place for…
A
Business Succession
