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

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

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