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Some good tips here for attorneys as well as financial advisors:

16 Topics to Discuss at an Initial Client Meeting

Source: Photo Gallery: 16 Topics to Discuss at an Initial Client Meeting | WealthManagement.com

My questionnaire is here and I am always updating it — critical for screening as well as preparation.

In other Asset Protection news…

America is no longer No. 1 for super-rich

Quid pro quo.  If I refer a client to you, should I have a corresponding expectation that you’ll soon refer one to me?


If attacked, do you want to be Victor or Victim?
At
SacredHonor.US, we hate it when people die embarrassed.
And at
Protect.FM, we believe good estate plans protect families.
We make it easy for your family to attain the comfort of skill at arms.

David R. Duringer, JD, LL.M, is a concealed firearm instructor and tax lawyer specializing in business and estate planning; licensed to practice law in the states of California and Washington. He is managing shareholder at Protective Law Corporation, serving Southern California from its Laguna Hills (Orange County) headquarters and satellite offices in San Diego County (Coronado and Carlsbad).

© Protective Law Corporation as per date of publication captioned above. All rights reserved unless otherwise noted. Sharing encouraged with attribution and/or link to this page.



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