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Questions and Answers
What is the purpose of leveraging the fifth page of the loan application?
What is the purpose of leveraging the fifth page of the loan application?
- To gather crucial information
- To deepen client relationships
- To generate new referral partner business
- All of the above (correct)
What are the two sets of questions discussed in the video?
What are the two sets of questions discussed in the video?
- Hobby questions and communication questions
- Strategic questions and communication questions
- Investment questions and retirement questions
- Client questions and partner questions (correct)
What would be considered a good rating for a relationship with a CPA?
What would be considered a good rating for a relationship with a CPA?
- 6-8
- Any rating is acceptable
- 1-5
- 9-10 (correct)
Why is it important to know the client's investment strategy?
Why is it important to know the client's investment strategy?
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Why is it almost always a yes when asking a financial advisor or CPA for a meeting?
Why is it almost always a yes when asking a financial advisor or CPA for a meeting?
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