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Re: Preston Estate Planning
Posted by jba/fl of FL on 9/18/14 8:46am Msg #515465
Not for them, but I do have an estate planning firm in my roster of clients. I go in, ID everyone, do my thing, and as I am leaving about 20 mins. later I collect a check.

The first thing I ask is "when can I expect payment?" This just gives me a better idea of whether we will continue the conversation. Their client is paying now, I want to be paid now. Actually, one firm said they would pay this way when asked my question and I decided that everyone should do the same. I also offer swiping my square for them, as I would anyone else.

This can be a nice source of income - you might want to take the chance.
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Messages in this Thread
 Preston Estate Planning -  Brenda/CA on 9/18/14 12:52am
 Re: Preston Estate Planning - jba/fl on 9/18/14 8:46am
 Re: Preston Estate Planning - Notarynat on 9/18/14 9:25am
 Re: Preston Estate Planning -  Brenda/CA on 9/18/14 2:17pm



 
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