Keep clients engaged by asking these questions

09/26/2013 | Management Center blog

Before meeting with existing clients, send them a worksheet with several questions to get them thinking about their financial plans, writes Kristin Harad, a marketing trainer for advisers. Questions such as, "What new goals do you want to add to your financial plan?" and "Since our last session, where have you experienced success?" can help keep clients engaged and committed, she writes.

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