We help our clients effectively accomplish their goals and objectives while we procrastinate on some of the very important details of own business. The answers to these questions will indicate whether the current plans for your business are helping you achieve your personal financial goals in the most effective fashion. This checklist for business owners is from the Business Interest section of Text Library System . It is used by many financial advisors to assist clients and also within a mailing program to develop new customers.
Many financial advisors consider the closely held business owner to be the ideal prospect.
This owner is also very open to receiving professional advice, and is quick to make decisions. Inc. She speaks across the country to the industry's top professionals on due diligence and practice management techniques and presents Client Communications Workshops in over 70 cities a year. She is in constant high demand for addressing issues of developing systems for excellent relationships with clients and also authors the Client Communications column in the Journal of Personal Finance.