Besides the standard questions about income, assets, debt, etc, what kind of questions do you ask to get to the core of your client's hopes and dreams? Do you ask them what scares them about retirement? What would they do if they only had 10 years to live?

Weigh in on the Financial Planning Discussion Board.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access