Best Practice: Financial Check-Up

I have found it to be extremely helpful to use the term "financial check-up" when describing our initial intention of understanding our prospects' business transactions.  There is a natural association with either an annual or bi-annual urgency to maintain/review the account.  It certainly has allowed me to get deeper into a conversation where I might have fallen short in trying to describe my role as a Business Consultant.

Advice from Gregg Premer ("Triple G")
By far our most musically accomplished member of the team!