A free financial consultation prep checklist

Before a consultation with a client, it is important to ensure you are as prepared as possible. Having a checklist can help accomplish this, as it can serve as a reminder of everything you need to do before the consultation. Your checklist should include steps such as researching your client’s background, being familiar with any legal terms that may be used, and preparing a list of questions for the client.

A free financial consultation prep checklist

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Feel free to adjust this checklist according to your needs and add more points you want to keep in mind before an appointment. This list will provide you with the basic questions, that you can extend at any moment.

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