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What tool can you use during the initial interview to gather information from prospective client?
Questionnaire
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What tool can you use during the initial interview to gather information from a prospective client?
Questionnaire
What is the difference between initial and subsequent client interview?
The initial client interview is the first meeting between the client and the professional to gather information and assess the situation. Subsequent client interviews occur after the initial meeting to continue discussing the client's needs, progress, and any updates to the situation or plan.
What must a therapist carry out before undertaking any initial treatment of a client and why?
A client interview which may consist of a written health questionnaire, a verbal interview, and a palpatory assessment.
What is the purpose for an initial contact with a client regarding a project?
purpose for an initial contact with a client regarding a project
What does receiving a buying signal from a prospective client mean?
A comment from the client which indicates that he is considering, to whatever extent, buying your product.
What is the initial phase of casework process?
The initial phase of the casework process involves establishing rapport and building a relationship with the client. This typically includes gathering information about the client's background, needs, and goals, as well as conducting an assessment to determine the appropriate course of action. The focus is on understanding the client's unique situation and developing a collaborative plan to address their concerns.
What is a consultancy proposal?
A consulting proposal is a document sent from a consultant to a prospective client describing a job they wish to take on and the conditions under which they will do so. Consulting proposals are usually written only after the consultant and prospective client have discussed the job at length.
Where can one find out information regarding mortgage programs?
Mortgage program information can be found at most major banks. Citi, Chase, and HSBC can provide a prospective client with this. Local banks will usually have everything a person would need.
Why need chartered accountant website?
you are getting opportunity to add one new prospective client who did not know about you.
What external sources of information used by the client should be considered in the examination of prospective financial statements?
reports on new information; digital, electronic, and mechanical technology; reports on new scientific developments; micro and macroeconomic forecasts; and reports on present and proposed legislation
What role do public accountants play in the examination of financial forecasts and projections?
The accountants who examine such statements must consider whether the sources of information used by the client are sufficient to support the assumptions reflected in the prospective statements.
How can an agent determine a prospective client's Net Worth?
Ask for his tax returns, income statement, balance sheet.
