What do you know about the type of work that we do?

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Presentation transcript:

What do you know about the type of work that we do?

What are you currently doing in the way of preparing for your financial future?

What do you like most about what you are currently doing?

What don’t you like about your current financial position?

What would you like to see enhanced or improved?

Describe the ideal financial plan or ideal financial planner.

What has been your past experience in working with financial professionals?

Tell me about your financial decision making process.

Are you more of a conceptual thinker or are you more interested in the details and numbers?