Everyone wants to retire, even small account clients. The problem is that, too often, no process is put in place to make a small account grow into a larger account. Financial advisors must help their clients understand what it takes to achieve established goals. Everyone dreams about the future that can be accomplished. A client might require greater contributions, less spending, or more saving. Once the apt requirement is identified, a systematic means of achieving that objective needs to be implemented. If an advisor accepts an initial small account investment and does nothing else, that is a disservice to themselves as an advisor and to the clients.
This podcast outlines a simple process to gather valuable information from your most valued clients.
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