When clients mention they're starting a new business, I want to congratulate them and offer guidance on financial planning considerations.Follow these steps:1. Pull the client's contact record from my CRM.2. Draft a congratulatory email covering: business structure, personal cash flow, retirement savings options for self-employed, insurance needs, tax planning, and estate planning.3. Create a new business owner planning review task due in 2 weeks.4. Add a note to the CRM and update employment information to reflect self-employed/business owner status.
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