Jan 17
7 Topics to Cover in Your First Meeting With a New Client By Roger Wohlner - ThinkAdvisor
It’s the start of a new year, and a number of people will be acting upon their new year’s resolution to take charge of their financial situation. One aspect of this might involve finding a new financial advisor.
If you find yourself to be the beneficiary of some of this activity, here are seven things you will want to discuss when meeting with new clients.
