Podcast & Video Subjects ideas

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  • #14014
    Carlos Samaniego
    Participant

    Hi Eric,

    I wanted to suggest a podcast and/or video training. The importance of the initial interview with client and need to do an investigation of liability.

    What we are looking for when we take on a client, especially a non-filer. What we are looking for in that first interview, the transcripts once we get them, and importance of coming up with our strategy to move forward.

    I think this would be invaluable to our group.

    Thank you for consideration.
    Carlos Samaniego, Ea

    #14044
    Eric Green
    Keymaster

    Great idea. I will put this together and record it in a few weeks.

    #14045
    Eric Green
    Keymaster

    Great idea. I will put this together and record it in a few weeks.

    #14122
    Carlos Samaniego
    Participant

    Awesome! Thank you.

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