What are your clients’ dreams? How do you know?
By Rory Henry
The Holistic Guide to Wealth Management
A client discovery meeting, or even better, a rediscovery meeting, can be an ideal opportunity for you to deepen your relationship with the client. Even better, when done correctly, the meeting can lead to self-discovery for the client.
MORE: Understand Clients’ Relationship with Money | From Services to Experiences to Transformations | How Behavioral Finance Works | Manage Change through A PACT | Priority No. 1: Your Mental and Physical Health | Build Stronger Financial Futures with Health Care Planning | Marketing Strategies for Wealth Management Services | Trust Is the Primary Ingredient | Use Goodwill to Maximize Exit Readiness | An Accountant’s Role in Exit Planning | How to Prepare Your Clients’ Kids for Their Inheritance | A Question of Trust: Not Just for the Wealthy
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Historically, clients turn to financial professionals for help solving a financial problem or for alleviating financial concerns. They ask questions such as:
- “What type of entity should I select and what are the tax implications?”
- “How do I increase my gross margins?”
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