Killer Questions
1. How much time have you allowed for our meeting?
2. To understand how I may be of value to you I have to ask you some in depth questions, how do you feel about that?
3. What do you currently have in place to protect succession, capital & revenue?
4. Would you like the opportunity to get greater value from your superannuation?
5. When was the last time you reviewed your business insurers?
6. If you could wave a magic wand, what would you wish to happen from this meeting, which would make you pleased that we met today?
7. How (when) did you start your business?
8. What good things have happened to your business in the past 18 months?
9. What big (2 or 3) challenges has your business faced in the past 18 months?
10. What are the flow on effects of the challenges?
11. What dollar value would you place on the effects?
12. In a perfect world what would be the solution?
13. What dollar value would you consider devoting to the solution?
14. Say you did nothing about the above problem, what would be the worst thing that would...could happen?
15. What strategies do you have in place in event of an involuntary departure of a director?
16. From the things that we discussed, what is the most important issue that requires focus or a review?
17. If you were in my shoes what other questions should I ask you, in order to better understand your situation?
18. If you were me, how would you present my proposal to the board?
19. When receiving information do you prefer receiving a one page overview or in depth detail?
20. May I summarise my understanding of our discussion?
21. Please score me. On a scale of 1 to 10, ten being 100% on the button, how do you rate my understanding of your situation?
22. What employee benefits do you have in place?
23. What is your current staff turnover situation?
24. What do you think are the main causes of staff turn over?
25. How does your existing superannuation plan compare with the one you dumped?
26. In your opinion, what are the good things about current super fund?
27. If I could show you a way in which staff would have more take home pay AND it would NOT cost you a cent would you be interested?
28. Has anything happened since we met that may alter my recommendations?
Carlos (aka Chas) Banhelyi is a Certified Financial Planner based in FNQ (Far North Queensland) Australia.
Hungarian born to Hungarian parents, Carlos & family moved to Venezuela when he was aged 2.
His father spoke English to him from birth until the family moved to Australia when Carlos was 16. His mother spoke Hungarian to him and Spanish at school.
Carlos believes that 'if you have ONE idea and he has ONE, you each only have ONE each ... BUT when ideas are shared, then you both are RICHER, because you both now EACH have TWO ideas.
Carlos is available as a guest speaker, reach him via
Source: http://ezinearticles.com/
Added: September 5, 2008
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