New Client
Assisting new clients is a complex and ongoing process that requires a deep understanding of the client’s financial situation, goals, and risk tolerance.
Effective communication is a key factor in assisting new clients, and financial planners and advisors must be able to explain complex financial concepts in a clear and concise manner. This includes explaining the risks and potential rewards associated with different investment strategies, as well as the fees and charges that may be involved.
Financial planners and advisors must also adhere to ethical and professional standards, and act in the best interests of their clients at all times.