undamental Financial Planning Interview Guide
For both you and your client’s comfort, it pays to plan out your financial interviews in advance. Whether a first meeting or an annual update, having an agenda, and all your questions listed and prepared reduces the time it takes to collect important financial facts. Your agenda can help keep you on track, and leaves you more time to discover and discuss clients’ values, wants, and needs.
- Gauging Financial Confidence, Investment Attitude and Experience, Risk Tolerance
- Concluding Interview and Next Steps
Social Security: Choices Opportunities, and Decisions
Educating clients about their options, and discussing the advantages and trade-offs of different potential Social Security benefit application ages, can offer advisors a valuable insight to clients’ needs, concerns, and values. Being aware of how the Social Security benefits program works, and how the retirement benefit income stream impacts clients’ current and future finances, can make advisors an important resource for clients as they look forward to successfully reaching their retirement goals.
- Life Expectancy Information
- Social Security as Inflation Protection
- Primary Application Options
