SAVE TIME
With just seven questions, in minutes you get to unlock the vault of problems that keep your clients from reaching their goals, even if you have no sales skills.
Plus you will know the result they're willing to pay a premium for.
Struggling with selling your services and can't find the time to master sales?
Finding it increasingly difficult for clients to make up their minds about your proposal?
Want to stop doing low-fee transactional work and shift into high-value advisory work?
Have you figured out how to quickly move clients into premium services?
Are you finally tired of long meetings that produce no new revenue? Then know...
With just seven questions, in minutes you get to unlock the vault of problems that keep your clients from reaching their goals, even if you have no sales skills.
Plus you will know the result they're willing to pay a premium for.
Stop undercutting your ability to earn more revenue.
Failing to ask the right questions is a guaranteed way to miss out on hidden opportunities to showcase your premium services.
Generate better, bigger, more profitable proposals based on the massive problems your clients exposed as their top priority.
Each of the seven questions empowers you to strategize for a win-win follow-up meeting.
We created this asset to show you exactly what to ask to quickly uncover the problem, the payoff, and the premium solution your clients and prospects will gladly pay for.
In minutes you'll have the clarity and confidence to build more profitable proposals that align with your client's ultimate goals.
OUTCOMES FOR ASKING THE RIGHT QUESTIONS
Meetings will be more productive and efficient than they are now.
Clients will clarify the real issue you can solve for them and their desired results.
The conversation speeds up how fast clients decide to move forward.
The questions are strategically organized to help your clients and prospects see that their wealth goals are tied to your solutions.
OUTCOMES FOR AGREEING TO THE RIGHT SOLUTION
Know which preliminary premium solutions they're open to exploring before you invest time building a proposal.
Win their agreement in advance about how the collaboration will work towards a speedy resolution.
Provide clarity about what the next steps are for moving forward towards their goals.
Uncover hidden opportunities to earn more recurring revenue in the upcoming months.
As more taxpayers find their way into cryptocurrencies and digital assets, they will need support and advisory to stay compliant.
This is a win-win opportunity if you learn how to leverage it before everybody becomes a "crypto tax expert."
If your long-term goal is to be a strategic advisor to affluent cryptocurrency taxpayers, executives, and business owners -- the opportunity is now to expand your understanding, showcase your expertise, and create new recurring revenue services.
Even if you don't know crypto, use this toolkit to ask the right questions, get the right information, mitigate liability, and create new revenue possibilities.
Three editions are included in this toolkit:
Consulting Edition + Tax Advisory Edition + Client Accounting Services Edition.
Each edition provides consulting, tax, and accounting examples. We've made it easy for you to use as is or rephrase it to fit your preference.
The special bonus Cryptocurrency Edition gives you questions to ask and best practices to follow specific to cryptocurrency clients.
No presentations are required.
Many advisors mistakenly go into presentation mode about services and deliverables.
We help you craft a better meeting strategy.
The questions in the toolkit allow your clients and prospects to hear, see, and fully understand the reality of their issue and the path to resolution. Resulting in better outcomes for everyone.
Absolutely!
We want you to experience the results of using this toolkit to uncover profitable problems to solve for your clients.
In the next 30 days, if you don't experience any value from the toolkit after using it in 5 or more client/prospect meetings, email us and request a full refund.
Through experience, and years of testing.
People no longer have the time and patience to answer 18, 27, or 40 discovery questions.
So it's up to you to find the fastest way to get the information you need while ensuring your client agrees with the resolution process.
The goal is to use brevity and specificity to have your clients and prospects reveal with clarity the painful problems they need your help fixing.
This toolkit easily and smartly accomplishes this goal even if you struggle with selling your services.
It's like the welcome gift you receive when checking into a boutique hotel. It's something thoughtful for your growth journey. Expect it to arrive in less than 30 days.
Expect good things.
Click the Access Now to get your Cash Flow Conversations™ Toolkit today.