How Sal Salvo Approaches Understanding Clients’ Financial Goals > 자유게시판

What're the first measures in understanding a client's financial goals?Sal Salvo recommends initiating an start discussion with customers about their priorities. This includes discussing money, expenses, savings habits, pension aspirations, and significant living milestones such as for example knowledge or buying a home. Gathering that information enables advisors to make a step by step economic profile that courses individualized planning.