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Clients to Advisors: We Need to Talk About Our Relationship – Episode 7
Manage episode 391739284 series 3518816
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There is one thing you can start doing right away to ensure that you fully understand what’s important to your clients, communicate proactively and build greater trust with them.
It’s called the discovery process, and it’s designed to help advisors develop a very deep and thorough understanding of their clients so they can ultimately create a total client profile.
This discovery process involves asking a series of questions in seven key categories—only one of which is about financial assets and “the numbers.” Watch, read or listen to find out more here.
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