07.02.2020 - By Kim Butler and Tammi Brannan
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 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you’re subscribed to the podcast so you get the latest episodes. iTunes Spotify Stitcher RSS