What do you want from a financial adviser?
I'd like to get an understanding of what is important to you.
Name and Surname
Do you feel a financial adviser should help you with monthly personal budgeting?
How frequently would you like your adviser to contact you via phone?
How frequently would you like your adviser to contact you via email?
How frequently would you like your adviser to contact you via electronic newsletter?
How important is it to you, that your adviser interacts with you via digital means?
Would you be happy to interact with your client using?
Skype/ video conferencing
In terms of travelling to meet with your adviser...
You'd prefer to meet at the advisers office
You'd prefer for the adviser to meet at your home/ office
What are the three words that come to mind when I say the words ‘investment performance’ ?
What is your most important financial planning concern that you'd like an adviser to ask you about?
What do you most want out of your relationship with your financial adviser?
Who do you think is the person in your life most responsible for influencing your present attitude towards your money?
How do you make your important investment and financial decisions?
What changes do you expect in the future in your finances that you wish to plan for?
How do you envision your life 1 year from now? 5 years from now?
Is your outlook generally optimistic or pessimistic concerning the future?
What are your most important non-financial concerns and objectives right now?
What are the keys to making the financial advising relationship successful for you?
What would you like to accomplish through financial planning?
Have you ever worked with a financial advisor before? If yes, what was your experience?
Do you see financial advisers as sales people from companies or professionals dispensing advice?
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