Mark Campbell

Mark Campbell

Estate Planning

678-439-1608

Member

Financial Services | Legal

Estate Planning

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Client Documentation

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Filing Cabinet

Fidus Associates

Fidus Associates

678-493-1608

560 Wheatridge Bluff
Roswell, GA 30075

Website

Our best clients are those who have not yet established a Trust or Estate Plan. Fidus Associates families establish Digital Living Trusts - the modern-day approach to estate planning . It's convenient, cost-effective, and valid in all 50 states!

Company

Members I've Invited

Michelle Hibbert

Michelle Hibbert

Sponsorship

When discussing refundable tax credits, it is often necessary to quickly pivot from "description of value" to "objective-handling".

Case in point:

Me: "Under the ERTC, your business may be eligible for up to $26K per 2020/2021 W-2 employee"

Prospect: "Ive been told by others that we don't qualify"

Me: "What if you do?  You'd like to be sure, right?"

This pivot is preferable as it allows refocusing of the conversation back to the value proposition without the risk of disparaging the prospect's source of advice.

Referral Trigger Response

Roswell 400 Team

Joined on 03/22/2023

Leadership

VisitorCoOrdinator 06/06/2023
100% Club 03/07/2024

Team

Enter The Filing Cabinet | online WorkRoom 04/19/2023
Fill the Filing Cabinet Workshop 04/17/2023
InfoMinute Seminar 04/17/2023
Orientation Essentials 04/17/2023

Development