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

• 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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