Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Meaningful Questions for Financial Advisors to ask Financial Planning Clients

756 views

Published on

Meaningful & engaging financial planning questions financial advisers should ask clients. Questions used to clarify vision, objectives, purpose, understand client's current situation, challenges, strengths, gaps, accountability, readiness, motivation & commitment.

  • Be the first to comment

  • Be the first to like this

Meaningful Questions for Financial Advisors to ask Financial Planning Clients

  1. 1. www.collaborationcafe.com.au Connect, Follow, Like, Pin It & Share with us! https://www.twitter.com/jennyleekoksal https://www.facebook.com/collaborationcafe https://www.youtube.com/user/entrepreneurcafe/videos https://www.pinterest.com/collaboratecafe/ au.linkedin.com/in/jennyleekoksal Question Sources: Client Greeting Questions by Edward A Jacobson jenny@collaborationcafe.com.au

×