Bloomberg Surveillance · Sunday, August 30, 2026
To build stronger rapport and understand clients' true motivations, financial advisors are encouraged to ask two key questions: 'What does wealth mean to you?' and 'What does financial success look like in having a relationship with a financial advisor?'. Understanding a client's personal definition of wealth and success is crucial for a meaningful partnership.
“The first one is, what does wealth mean to you? So when they talk to a new client and they're starting to build that rapport, really understand their relationship with money and what wealth truly means to them. But also, what does financial success look like in having a relationship with a financial advisor?”