Vanderbilt Insights

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

By Roger Wohlner

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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