Client Appointment E-Mail Questions

July 26, 2007 by  

Hi Tony,

Thank you for your request for a telephone appointment with me.

I’m writing to follow up the message that I left when I called for today’s 11:45am telephone appointment.

Your telephone appointment with me will work best when you complete and e-mail back the questions that Laura Reilly sent you in advance of our telephone appointment (see attached email below). The answers to your questions help me to get associated to how I can best help you.

Laura will call you to re-schedule our telephone appointment once we have received the answers to your questions.

Best regards,

Simon Reilly

Questions

1. How long have you been in business?

2. Who is involved in your business (associates, partners, support staff)?

3. What got you into the business?

4. Where is your business going to be in 5 years?

5. Why do you like it?

6. What don’t you like about it?

7. What do you want more of? Why?

8. What do you want less of? Why?

9. What is the number one thing that is getting in your way that you are really committed to doing something about?

Thank you again for investing the time into answering the questions.

 
About the Author: Simon Reilly is a Financial Advisor Coach, Professional Speaker and Author who has provided training for financial advisors for over 15 years.

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