12 Questions For a First Meeting with a Client with Kim Butler – Episode 200

Kim Butler shares the 12 questions she uses in the first meeting with a client to get information from them, so she can optimize their financial strategy. 

 

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode 

 

Links and Resources from this Episode

 

Show Notes

  • The objective for the 12 questions – 1:12
  • 12 questions aligned with a new client – 2:48
  • The first four questions – 3:15
  • Opportunities and strengths that you have already – 4:18
  • Creating a strategy for a client – 5:14
  • The other questions Kim asks in that first interview with a client – 5:55
  • What do you want your money to do – 8:22
  • Truth Training – 10:16
  • Dan Sullivan’s book – 10:31
  • The next Truth Training event – 10:38

 

Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

 

Make sure you’re subscribed to the podcast so you get the latest episodes.