How Sal Salvo Approaches Understanding Clients’ Financial Goals > 자유게시판

What're the very first steps in understanding a client's financial goals?Sal Salvo proposes initiating an start conversation with clients about their priorities. This includes discussing income, expenses, savings behaviors, pension aspirations, and key living milestones such as for instance knowledge or purchasing a home. Gathering that data enables advisors to make a step-by-step financial profile that courses customized planning.