Latest / Something More with Chris Boyd
Why we ask the questions we ask
Why we ask the questions we ask – Chris Boyd and Jeff Perry explain why financial advisors ask so many questions. Many of the questions may not seem relevant to the creation of a financial plan. The conversation starts with the first meeting which Chris calls the "getting to know you meeting" and follow up document gathering. Subjects covered include a wide variety of financial planning topics, goal setting and how one's goals should drive one's financial plans. Chris and Jeff discuss why questions about your health, family situations, and where you live are important to the creation of a…
The skinny
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