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Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)

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Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)

Author: Meghaan Lurtz
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In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a comprehensive financial plan. Asking direct queries may elicit vague responses like “I want to be on track for retirement”, which tends to lack the detail needed to plan effectively and spark theRead More…

The post Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express) first appeared on Kitces.com.

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