Vanderbilt Insights

7 Topics to Cover in Your First Meeting with a New Client

It’s the start of a new year, and a number of people will be acting upon their new year’s resolution to take charge of their financial situation. One aspect of this might involve finding a new financial advisor. If you find yourself to be the beneficiary of some of this activity, here are seven things you will want to discuss when meeting with new clients.

What You Need to Know

When meeting with a new client, be sure to ask questions in a way that encourages them to open up about what is important to them.
Use the initial new client meeting to delve into their assets and liabilities to ensure you have a thorough understanding.
Let the client know that their success is how you measure your own success.

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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.