Template/Assessment for QB Consulting for clients
Do any Pro Advisors have an existing QB consulting best practices/template they use for consulting with QB clients?
Do any Pro Advisors have an existing QB consulting best practices/template they use for consulting with QB clients?








I'm not sure exactly what you're looking for but there's a link to 'the Sleeter Interview' document which might help you on my website here: www.longforsuccess.com/resourc...