Clients sometimes get it all wrong. They might throttle back in December, putting their lives on cruise control.
December is for setting up the tree, attending parties, going to holiday concerts and shopping.
Yet like Bob Cratchit in Scrooge’s counting house, their advisors are hard at work, as December is a busy time of the year.
What to Ask
This requires a balanced approach. For some clients, all the questions might be relevant.
For others, it’s selective. Try not to be like Lieutenant Columbo coming back constantly with “one more question.”
See the gallery above for 12 questions to ask clients in December.