Getting to Know New Clients: 4 Steps to a Strong Foundation

Jun 7, 2021 / By Debra Taylor, CPA/PFS, JD, CDFA

Print A A A

Add to My Archive

My Folder

My Notes

Save

Link To Article

With new clients, there may be a rush to gather financial information so that the work can begin. But it is equally important to understand new clients at a personal level. The questionnaire, profile and more used in this onboarding process will help you get to know your clients more deeply. Then you can develop a plan that links financial goals to their particular concerns and dreams.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.