Quiz: S03E13 - The Overlap Between the Leasing Business andFinancial Planning

What was the colour?

Blue
Black
Green
Yellow

What was the number?

One
Four
Five
Seven

What did Angela say is most important in making recommendations to her clients?

The client’s risk tolerance
Discussions with the client’s accountant
The tax outcome
Educating the client

What tool did Angela suggest is a way for a client to address a cash flow crunch?

Terminating redundant staff
Seeking rent relief
Reducing the business owner’s compensation

What internal tool did Angela suggest allowed her to help her clients in unconventional ways?

Agile technology
Specialized knowledge
Business structure
Community involvement

Quiz Instructions

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