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Systems and Workflows

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Systems and Workflows

Client Interview

The interview in all its many forms is a very powerful strategic conversation. Adopt this tradition in your office and begin booking clients for interviews right away. You’ll be pleasantly surprised by how much rapport you can build, by how much useful information you receive, and by how much the referrals pick up.

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Systems and Workflows

5 Client Interview Mistakes to Avoid

Trusts and Estates Planning is a competitive business. Don't sink your chances at gaining new clients by making these 5 costly mistakes in initial client meetings.

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