Be Prepared to Answer These Five Questions from Prospects
- How are you compensated? Fees, commissions, hourly, or a combination of all the above?
- What is your background, education, and experience?
- What is your business transition and succession strategy if and when you leave the business? (Especially if you are over age 55.)
- How often will we personally meet, and what type of client communication do you provide?
- How do you measure success for your clients?