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List of High Impact Questions

  1. Five years from now, how would you feel about your business being made up of entirely high-net-worth clients?
  2. If one of your clients is talking with a friend or co-worker, what would they being saying about you? (or how would they describe what you do?)
  3. How effective is your process working with clients in light of the market volatility we’ve experienced in recent years, especially 2022?
  4. What do your best clients have in common?
  5. What are your top business challenges, and what are you doing to address them.
  6. In today’s changing economic landscape how do you ensure that your investment philosophy remains adaptable and resilient to unexpected market shifts? How can your clients benefit for this approach?
  7. Giving the growing emphasis on Direct Indexing hoe do you incorporate DI into your investment Strategies? How do you see this trend impacting the future of your strategies?
  8. How do you approach client acquisition and retention? What strategies have been most successful for you?
  9. How do you measure the success and performance of your advisory practice?
  10. What were your most important goals when you started as an advisor and what obstacles have prevented you from reaching those goals.
  11. What is preventing you from achieving the goals you have set for your firm?
  12. How hard is your marketing working for you?
  13. Have you evaluated the utility of your current technology recently?
  14. Are there elements of your current technology that need improving or updating?
  15. How would you describe your current investment philosophy?
  16. Is there a client solution or strategy that you are missing from your line-up?