Know Your Client: Understanding the Characteristics That Drive Better Financial Planning

Every client brings a unique set of goals, preferences, behaviors, and decision-making styles to the planning relationship. Understanding these characteristics can help advisors communicate more effectively, strengthen client relationships, and deliver more personalized advice.

Join us for a practical discussion on identifying and measuring the client characteristics that matter most. We’ll explore common assessment methods, discuss how these insights can be applied throughout the client journey, and share considerations for determining which characteristics are most valuable for your firm’s planning process.

This webinar will cover:

1. The different types of client characteristics and why they matter
2. Common approaches to measuring attitudes, behaviors, and preferences
3. How to determine which client characteristics align with your firm’s goals and planning approach

This webinar was eligible for 1 CFP® CE credit. Participants were required to attend the live session in its entirety to receive credit.