Asking clients whether they believe in life after death is probably pushing it, but there are some deep - almost philosophical - questions you can ask customers to better understand their needs and goals.
We asked five financial planners to outline the most penetrating questions they put to clients... Iain Wishart, director at chartered financial planners Wishart Wealth, cuts straight to the chase: "A lot of our questions take the client into the future," he said, "and one that never gets the same answer is ‘what would you like your obituary to say?'" Tina Weeks, meanwhile, the founder of Serenity Financial Planning, has a couple of openers to get her clients to think of the bigger picture...
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