How Sal Salvo Approaches Understanding Clients’ Financial Goals > 자유게시판

What are the first steps in knowledge a client's financial targets?Sal Salvo recommends initiating an open conversation with customers about their priorities. Including discussing money, costs, savings behaviors, pension aspirations, and significant life milestones such as for example knowledge or purchasing a home. Gathering that data allows advisors to produce a step by step economic account that manuals personalized planning.