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Prospective clients come to you with a presenting problem, an issue causing them urgent financial pain. The questions you ask—and where they help lead the prospect—are pivotal to establishing a long-term relationship. On this Elementality, Carl and Elements client Phil Telpner of Breakout Private Wealth, discuss ideal questions for new prospects.
By Jordan Haines, CFP®4.8
3535 ratings
Prospective clients come to you with a presenting problem, an issue causing them urgent financial pain. The questions you ask—and where they help lead the prospect—are pivotal to establishing a long-term relationship. On this Elementality, Carl and Elements client Phil Telpner of Breakout Private Wealth, discuss ideal questions for new prospects.