This cassette tape and outline will help
you learn over 100 questions a professional should ask
in a business or estate planning interview. These will
help you understand the facts, the objectives, and the
circumstances of the client, the client’s business,
key employees, and the client’s beneficiaries and
potential business successors.
More importantly, asking these questions properly will
help the client understand the urgency and significance
of the business and estate planning process and the importance
of immediate action.
The highly useful 18 plus page outline that is provided
with this audio tape can be reproduced and used in your
practice.
