What Clients Want to Know: Questions a Wealth Manager Should Be Prepared to Answer for New Business


A new client looking to switch wealth managers or has never worked with a wealth manager or financial planner before is naturally going to be hesitant about handing over control of their financial future. Most importantly, the client is going to want to establish trust and be sure that their new planner is going to make the right decisions for their finances. They’ll want to know that you have their best interests at heart.

Dejar respuesta

Please enter your comment!
Please enter your name here