• Steve Martin

117 Things We Do for Our Clients - Number 7 - Ask Questions to Really Understand Your Needs

7. We ask questions to really understand your needs and objectives.

We ask a myriad of questions that allow us to truly understand your needs and your objectives. When looking for a financial advisor, look to see who is doing most of the talking. An advisor who has your best interests at heart will typically ask you a lot of questions - about you, your family, your situation, your life vision, and your fears - and they will listen to your answers. This might be a written questionnaire or questions asked in an introductory meeting. Regardless of the method used, it is important that the advisor makes a genuine effort to find out about you, your needs, your values, your worries, and your vision. Be wary of anyone who immediately launches into selling you on their service or a specific product without taking time to get to know your needs.


*To see the whole list of "117 Things" in progress, click here.

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