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Helping Diligent Advisors Ensure They're On The Right Planning Path

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Issues To Consider As A New Client

Updated 12/1/2023

A client’s initial experience in working with you is very important.  It sets the stage for what the client should expect in the future.  One way to enhance the initial experience is to ask the right questions to identify planning opportunities.

In this checklist, we focus on important questions to ask to identify possible planning opportunities for a new client. Some examples include the following:

  • Future (or recent) life events
  • Family structure and impact of previous marriages
  • Saving or distribution strategies
  • Cash levels that exceed FDIC limits
  • Debt to income ratios for future lending purposes
  • Future inheritances or expenses related to caring for a loved one
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