Amount of money we have is finite. When opening the Circle Talk presentation, you should encourage the client to seek additional advice with a statement like: Please see your professional tax advisor or attorney for more detailed information concerning tax strategies and estate planning. Anytime during the Circle Talk presentation when a client asks a question that requires expertise in an area in which you are not an expert or licensed. You should respond with a generalized statement recommending the person talk to a licensed expert in the particular area (i.e., mortgage banker, certified public accountant or attorney). |
This circle represents all the money you will generate from your business. The value of your business is larger than some, some are larger than yours. There is one thing every business owner has in common as it relates to their business, which is what?... that you want it to grow. |
No math presented on this screen. |