How Sal Salvo Approaches Understanding Clients’ Financial Goals > 자유게시판

What're the initial steps in knowledge a client's financial targets?Sal Salvo recommends initiating an open discussion with customers about their priorities. This includes discussing money, costs, savings habits, pension aspirations, and significant living milestones such as for instance education or investing in a home. Getting this knowledge enables advisors to produce a comprehensive economic page that courses customized planning.