Why we ask the questions we ask
from Something More with Chris Boyd Hosted by J. Christopher Boyd
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 successful financial plan. Chris and Jeff also remind listeners of the upcoming online seminar about college planning on September 24th (see link below). For more information or to reach Chris Boyd or Jeff Perry, click the below link: https://www.wealthenhancement.com/s/advisor-teams/amr To register for our College Planning Webinar, click the link below: https://attendee.gotowebinar.com/register/3777108755579750751
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