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What is your fiduciary duty and how do you prioritize my best interests as a client?Įxplanation: Understanding the advisor’s fiduciary duty ensures that they have a legal and ethical obligation to act in the client’s best interests. How does my financial plan align with my long-term goals, such as retirement or education funding?Įxplanation: Evaluating the alignment of the financial plan with long-term goals helps the client stay on track and make necessary adjustments if needed.ġ0. First of all, you should have an agenda prepared for each meeting. What is your approach to communication and what can I expect in terms of updates and availability?Įxplanation: Establishing clear communication expectations ensures the client feels supported and informed throughout their financial journey.ĩ. Dont do this - the first meeting is all about them, not you. Can you provide an overview of your experience and qualifications as a financial advisor?Įxplanation: Asking about the advisor’s experience and qualifications helps the client assess their expertise and suitability to manage their financial affairs.Ĩ. What are the available tax-efficient strategies to minimize my tax liability?Įxplanation: By utilizing tax-efficient strategies, the client can minimize their tax burden and potentially increase their investment returns.ħ. Present the most significant financial results for the year. What’s inside this Strategic Planning Meeting Template: 1Attendance. How often should we review and make adjustments to my financial plan?Įxplanation: Regular reviews and adjustments ensure the financial plan stays aligned with the client’s changing circumstances and goals.Ħ. Use the template in real-time with your meeting attendees to collaborate on meeting notes. Can you explain the fees and expenses associated with my investment accounts?Įxplanation: Understanding the fees and expenses will help the client evaluate the overall cost of their investment and make informed decisions about potential alternative options.ĥ. Understanding the advisor’s approach ensures the client’s investments are appropriately diversified.Ĥ. Why Financial Advisors Need To Have Good Note-Taking Skills. What is your approach to investment diversification and how can it benefit me?Įxplanation: Diversification helps spread risk and potentially increase returns. What is the risk tolerance level associated with my current investment portfolio?Įxplanation: Assessing the risk tolerance level allows the advisor to gauge whether the portfolio aligns with the client’s comfort level and make any necessary adjustments.ģ. Financial Advisor Discovery Meeting Agenda Template ZipDo.
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Here are some suggestions for you to ensure that you reap all the opportunities that your business can support. What are the current economic trends and how might they affect my financial goals?Įxplanation: Understanding the economic trends will help the client make informed decisions about their investments and financial planning strategies.Ģ. 5 Email Templates to Swipe for Financial Advisors. Questions to ask as an employee during the meetingġ.