Ask Clients How They Communicate Best
We only contact clients when necessary, but we need to know that they’ll get back to us within 24 hours. --David Morganstern
Regardless of whether you conduct an interview on paper or in person, here is a key question to determine whether you are the right advisor–and the prospect is the right client: “What’s the best way to communicate with you?”
“We can do emails, phone calls and face-to-face meetings, but if they travel a lot and don’t return our correspondence at all, the relationship won’t work,” says Morganstern. “We only contact clients when necessary, but we need to know that they’ll get back to us within 24 hours.”
-David Morganstern, CFP, AIF, partner and co-president of CMC Advisers in Portland, Oregon, in Building Your Practice: 9 Questions to Ask a Potential Client
and 