Ep 262: Asking More Questions In The Discovery Process To Deepen Client Relationships With Melanie Milam
Financial Advisor Success
How to Launch a New Oil and Gas Business
The appeal of specifically those who are in transition the oil and gas business is just it means dollars will be in motion. And so typically they were ready to have it all the old company. They didn't necessarily want to move it to the new company because think about that with an old with all business, you can have your job and then you lose their job. So for them, and they obviously didn't want to take it out as cash and pay the taxes on it. Okay. What would it take for you to be my advisor and let's move it with you and you invest it?
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