Getting to Know New Clients: 4 Steps to a Strong Foundation
Jun 7, 2021
By Debra Taylor, CPA/PFS, JD, CDFA
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.