Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
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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: