An effective client interview is an essential part of the client-advisor relationship. Top financial advisors recognize that, beyond the need to capture financial data about new or existing clients, ...

In the last five years, the expert-based business world has been crowded with more of the same thing. Creating something that already exists in the market is easy and feels safe but it is exactly what ...

There are two types of client interviews. There are financial planning interviews with existing accounting clients, and then there are conversations with new financial planning prospects who are not ...

Graham Robson on how the Client Interviewing Competition promotes interpersonal skills. Like everyone else who studied law in the 70s, I learned black letter law at university. When I asked in the ...

Successful financial advisors recognize that the interview process can provide them with a deep understanding of their clients’ objectives, motivations and expectations. “The client discovery process ...