It pays to be prepared for bad news from clients
Make conversations about issues such as wills and POAs routine
Become an expert in the needs of entrepreneurs and your client’s industry
List and organize your goals to help ensure you’ll achieve them
An organized plan is key to turning prospects into clients
Have confidence in the value of your services
Don’t skip the usual hiring investigations
Dividing clients into groups based on the services you provide helps keep your business healthy
Know your audience and keep it brief