- What should the customer know about your pricing (e.g., discounts, fees)?
Everything is transparent.
- What is your typical process for working with a new customer?
Asking them general questions to make them feel comfortable. Asking about themselves. Goals. Family life. Etc.
- What education and/or training do you have that relates to your work?
Data entry. Numbers. Budgeting. Outsourcing networks to individuals who specialize in finance. Such as life insurance. Business tax. Wills. Estate planning.