fbpx

The Asset Sheet Questionnaire

Published July 31st, 2019 in |

Clarity 2 Prosperity
Clarity 2 Prosperity
The Asset Sheet Questionnaire
/

 

Hosts Jason L Smith and Dave Alison discuss the Asset Sheet Questionnaire and how to help determine your client’s net worth. You’ll learn how to create an all-encompassing asset sheet for your clients, maximize cash flow with Tax Efficient Funnels and how to strategize sales and growth opportunities.