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Financial Planning > Behavioral Finance

Ask These Questions

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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


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