A client owns a business which has several insurance policies, significant debt with banks and other lenders, and even an investment portfolio. The owner employs a CFO to oversee those issues. Are we offering in the Commit to Hire Conversation™ to handle these areas for the client in addition to their personal insurance, debt, and investments?

Article ID: 532

Last updated: 20 Nov, 2019

You are offering to be their personal financial advisor. You may interface with their business advisors or key employees, like their CFO, but you don't replace them.

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Commitment to Hire Conversation™ -> Commitment to Hire Conversation™ Misc.

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