A financial questionnaire is an important tool that advisors don’t maximize to the fullest. There’s such potential to the tool that if used the right way, you can expand your business and score great clients. On the core, what does a client want? That the...
"The planning process tends to attract perfectionists. But something paralyzes these people: their fear that executing the plan will show that the plan was not perfect. So rather than risk being found out, these people do nothing. They wait. Many outstanding big-picture thinkers are always...
I recently interviewed Tom Sedoric of The Sedoric Group/Wells Fargo Advisors. He has been ranked the #1 Financial Advisor in New Hampshire and rated one of the best advisors in the country five years running. John: Give us some quick background on The Sedoric Group/Wells Fargo Advisors? Tom: Sure,...
Hi, A while back you took a look at our risk tolerance questionnaire on Pocket Risk. Our goal is to help you assess your clients' risk tolerance, educate them and select the best possible investments. I am emailing you about a big update shortly. We've listened to your...