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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