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
https://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode
Links and Resources from this Episode
- https://www.amazon.com/Dan-Sullivan-Question/dp/1897239173
- https://truthconcepts.com/truth-training/
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
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