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.
About Homrich Berg
Founded in 1989, Atlanta-based Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients, including high-net-worth individuals, families, and not-for-profits. Homrich Berg manages over $9 billion for more than 2,000 family relationships nationwide.