Ask followup questions
Advisors are sometimes reluctant to go back and ask more questions—maybe they think it makes you look like you don’t know what you’re doing. There’s never a dumb question. -Tricia Welsh, CPF, Compass Capital Corporation
"As a former reporter, I feel very confident going back and asking questions after I’ve thought about what I heard from the client in that first interview. That’s a habit other advisors need to learn. Advisors are sometimes reluctant to go back and ask more questions—maybe they think it makes you look like you don’t know what you’re doing. There’s never a dumb question. You should always go back and get as much information as you can, especially if it helps you prepare a better plan for your client."
-Tricia Welsh, CPF, Compass Capital Corporation, Quincy, MA, in In My Experience
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