---
title: Client Discovery Worksheet
---

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#### ***Use Our Complimentary Worksheet to Get Beyond the Numbers*** Build client relationships that last a lifetime.

![Client discovery worksheet](https://learn.commonwealth.com/hs-fs/file-509456939-png/images/C-D-W-LP-offer-img.png?width=232&name=C-D-W-LP-offer-img.png "Client discovery worksheet")

Understanding the emotions behind clients' investment decisions is key to earning their loyalty and trust. **Our step-by-step guide can help you get to the heart of what matters most-**and give you the answers you need to help you manage clients' emotions, including:

- Investment goals
- Risk tolerance
- Money management style

### Get your copy of the Client Discovery Worksheet!

*This material is for educational purposes only and is not intended to provide specific advice*.  
Commonwealth Financial Network®, Member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/). Please review our [Terms of Use](http://www.commonwealth.com/termsofuse.html).

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