To help its coaching clients build a “professional advocate” network, ClientWise has formulated questions to ask prospective members of your network. Here’s a sampling:
o How have you seen your own practice evolve?
o How do you recruit new people into your firm?
o What differentiates you from others in your field?
o Does your Web site accurately reflect the firm and the services you provide?
o Tell me about the longer-term vision of your organization.
o What have been your experiences working with other financial advisors?
o What would you change or do differently if you were to work with another financial advisor?
o How do you attract new clients to your firm?
See the complete list of 50 questions at www.clientwise.com/network.