How Sal Salvo Approaches Understanding Clients’ Financial Goals > 자유게시판

What are the initial steps in knowledge a client's financial goals?Sal Salvo suggests initiating an open discussion with customers about their priorities. This includes discussing money, expenses, savings behaviors, retirement aspirations, and key life milestones such as for instance knowledge or investing in a home. Gathering this information enables advisors to create a detailed economic page that courses customized planning.