Discover if They're Willing to Take Advice
Our ideal clients are intelligent but they also need to be comfortable in delegating responsibilities and taking advice. --Mike Palmer, CFP
Because time is money on both sides, many financial advisors interview prospective clients on paper beforehand via a detailed questionnaire. [Here you should ask clients if they are willing to take advice.] "Our ideal clients are intelligent but they also need to be comfortable in delegating responsibilities and taking advice," says Palmer. “We’ve accepted some clients and later found out their trust levels and delegation skills were not what we expected.”
-Mike Palmer, CFP and principal of The Trust Company of the South, in Building Your Practice: 9 Questions to Ask a Potential Client
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