The Big Q: How Do You Break the Ice With New Clients?

Breaking the ice with new clients can be one of the most important interactions an advisor has. “I think it’s necessary to ask open-ended questions; it lets the client drive the conversation where they want to go. It’s not about my agenda, it’s about theirs,” says Christopher Kowal, CFP, principal at Homrich Berg. Read Barron’s The Big Q to learn more here.