for Financial Advisors
FUNDS BY ASSET CLASS
FUNDS BY CLIENT GOAL
BROWSE CONTENT BY
Passions and Interests Make business your client's pleasure.
Now it's time to supercharge every WOW and figure out your client's passions, interests, and what they value.
Ask yourself. Can you name one of their passions or interests?
Great. What can you do today that will help you connect with them based on this information?
Take time to talk it over with your team to reveal a client’s passion or interest, and then act on it.
Use this checklist to find out just how well you know your best clients.