12 Questions Great Planning Questions Financial Advisors Ask Their Clients

By James Pollard via Iris.xyz

Financial services and planning goes well beyond just ETFs, insurance and mutual funds. To really succeed, you must understand that this is a relationship business.

One of the biggest competitive advantages you can possibly have as a financial advisor is the ability to listen and really get to know your client.

You get to know your client by asking the right questions.

Here are some questions that financial advisors can ask, in no particular order, to get to know their clients and better serve their needs.

1. Have you ever worked with a financial advisor before? 

This question helps gauge their experience with the financial planning process, as well as gives you some insight on what their experience has been so far.

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