Refer
to the sample script to read how an
advisor summarized general preferences
with Jane Doe. Note how the advisor
focuses attention on key traits by asking
open
probe questions.
[View:
Sample Advisor Script]
The advisor discussed each trait but
focused primarily on involvement, confidence,
risk taking, and trust. You'll want
to do the same - discuss each trait
but focus greatest attention on the
most meaningful traits for this particular
client.
The script is provided as a way to discuss
Moneymax with clients.
