I am here to help--help people and reach their goals because if they reach their goals, they will help other people, which will help other people, etc. Being more efficiently financially as a business owner creates a TON of opportunity and just want people to have as many opportunities as they can.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1.) Do you feel that your business is paying too much in taxes? Do you feel that there is more you can do about this and just aren't getting it from your CPA/Bookkeeper?
2.) Have you reached some new highs in your business and are not quite sure what to do?
3.) Do you have an excess amount of cash in your business and not sure what to do with it?
4.) Do you have any financial questions for your business and just haven't found the answers you need for them?
Describe How You Would Like To Be Introduced Via Email
Just recommend a meeting and I will take it from there. Tell the prospect why you think we should meet and I will make sure that the meeting happens and we will see how it goes from there.