Sometimes bypassing the client completely and reaching out directly to their accountant, lawyer or personal assistant with their permission is the best strategy to access necessary information
Most people have online access to their employer portal, mortgage statements, and other information, so it’s easy to get started, says one advisor.. Get exclusive investment industry news and insights, the week’s top headlines, and what you and your clients need to know. For more from Globe Advisor, visit our
“Be a minimalist with the paperwork and go deep in the conversation,” he says. “Often, statements are needed merely to validate what we’ve already unearthed through our discussions.” “If a document comes up during a conversation and the client has it on hand, we get them to share it immediately,” he says. “We’ve even designed templates for them with step-by-step instructions to navigate and bank websites.”Sometimes, bypassing the client completely and contacting their accountant, lawyer or personal assistant directly, with their permission, is the best strategy.
Mr. Mavi makes it clear to clients at every touch point that without providing certain information to him up front, he is unable to provide the thorough and timely advice they seek. In general, he requests copies of all relevant documents to be sent to him via e-mail before their first discovery meeting.
Most people have online access to their employer portal, mortgage statements, and other information, so it’s easy to get started, she says.
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