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Conducting a Successful Interview with a New Client

In Practice Management by Larry JonesLeave a Comment

Larry Jones Tax Attorney Freeman Law PLLC 214-696-2661     Greet the client, explain your role, and express appreciation for the client’s interest and time. Put the client at ease. Engage the client in conversation, commenting on common areas of interest, weather, travel experience, etc. Transition to the interview by explaining the dual purpose of the interview; gathering information and …