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Helping Diligent Advisors Ensure They're On The Right Planning Path

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Client Meetings & Client Service Calendar

New Client Review

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Issues To Consider As A New Client.

A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the right questions to identify planning opportunities.

In this checklist, we focus on important questions to ask to identify possible planning opportunities for a new client. Some examples include the following:

  • Future (or recent) life events
  • Family structure and impact of previous marriages
  • Saving or distribution strategies
  • Cash levels that exceed FDIC limits
  • Debt to income ratios for future lending purposes
  • Future inheritances or expenses related to caring for a loved one
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Topic Bundle: Client Service Calendar
Category: Client Meetings & Client Service Calendar

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Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
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