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Be Prepared to Answer These Five Questions from Prospects

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March 9, 2017

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Be Prepared to Answer These Five Questions from Prospects

  1. How are you compensated? Fees, commissions, hourly, or a combination of all the above?
  2. What is your background, education, and experience?
  3. What is your business transition and succession strategy if and when you leave the business? (Especially if you are over age 55.)
  4. How often will we personally meet, and what type of client communication do you provide?
  5. How do you measure success for your clients?

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