Getting Clients to Share Their Secrets, and Their Assets (ThinkAdvisor)

Clients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down. FinaMetrica's client questionnaire is intended to help clients open up.


Prospective clients are typically quite hesitant about revealing intimate financial details, and even clients who’ve signed on the dotted line are known to withhold information - and assets - from their financial advisors.

 

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