The Client Discovery Worksheet
Let our free download help you start better client conversations.

The Client Discovery Worksheet

By taking the time to understand your clients’ current financial situation and future goals, you’ll be better equipped to talk to them about how to reach those goals and what to do when the unexpected occurs. Our worksheet provides a new approach to assessing your clients’ financial habits, with questions that will help you:

  • Separate clients’ future needs from wants
  • Evaluate their current money management style
  • Determine overall risk tolerance

When you know how your clients are likely to react to sudden changes in the market, you’ll be prepared to help them weather the storm and avoid making rash decisions. And it will lead to a better relationship in the long term.

Send me my copy of The Client Discovery Worksheet.