Adviser Masterclass: Ten questions to really get clients talking

For many advisers, getting to know a client on a personal, as well as a professional, level is the key to giving good, effective financial advice and cultivating strong, lasting relationships. Getting to that point, however, is not always easy. While the initial fact find may furnish you with the practical information you need to put together a logical financial plan, the personal details - a client's ingrained financial behaviours, unspoken needs and desires - are often only revealed after many years of working closely with them. Having recognised this, some advisers have been lookin...