Orientation Essentials

InfoMinute Seminar

There are a few questions i ask my clients. 1. what was your previous
investing experience like  
2. What are your expectations of our partnership?  
3. How do you feel about the changes/strategies we have employed?  
This helps me understand what's most important to them, gives them
confidence that I care about what's most important to them, and that it
is our top priority.



What evaluation questions do you ask clients at the mid-way point of your work with them?

Share an answer we wouldn’t expect, and tell why it’s important for your client to understand this part of your process.

Evaluation | PowerCore.net

Evaluation

Opportunity: Provides a steady stream of new opportunities.

DeAndre Lambert

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