Orientation Essentials

InfoMinute Seminar

GateOpener Workshop

7-Minute Presentation Workshop

The North Gwinnett team is pleased to welcome Abe Kassim of Liberty Tax as a permanent member. Dr. Brandon Faieta, Mentor Coordinator, rips off Abe's blue ribbon.

North Gwinnett

Abe Kassim completes his 90-day protege period.

When I meet with the client I make them feel important becase everyone&nbsp; has invisible sign on top oftheir head (it is 4 ft high and 4 feet wide and it says make me fell important). For my Tax plannig and book keeeping Clients, I ask them as many question as possible relating to there financila tax situation and there Financila goals , retirementgoals and anyother thing like me to answer. I gather all the docements nessary to get started and if the cilent does not have it at the time of interview, i ask them to send it later. I got to work to see what is the maxiumum refond or lowest libelty they entitled to legaly undr Applicable law.

Share what you prepare for with a client, and how long it takes you.
Whether it’s 15 minutes to pull a CMA for a listing appointment, or a glance through your notes after the last meeting, how do you prepare?
<ul>
<li>Is there something special you need for clients, not prospects?</li>
<li>Is some part of your presentation customized?&nbsp;&nbsp;</li>
</ul>

Etiquette is What We DO and Say - for business

Abe Kassim EA, MBA

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