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14 topics to discuss with your clients

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It is the greatest time ever to be in our business. A perfect financial storm is on the horizon. We are the only professionals who can ask the questions that inspire our prospects and clients to take action. But this opportunity is wasted if we don’t ask the right questions. Don’t assume the topics are so obvious that you don’t have to bring them up because their implications are not always so obvious. Here is a partial list of topics to discuss with your clients:

  1. Entitlements: Social Security, Medicare and Medicaid
  2. National debt
  3. Taxes: federal, state and local
  4. Health care costs
  5. Inflation/deflation
  6. Unemployment
  7. Fannie Mae and Freddie Mac
  8. Infrastructure costs
  9. Natural disaster costs
  10. Pensions and how to fund them
  11. Young peoples’ future tax burden
  12. Stock and bond market dangers
  13. Financial bubbles/”black swan” events
  14. Derivatives: $1.5 quadrillion worth

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