10 questions to ask prospective clients
Believe it or not, these questions often reveal the type of person you're dealing with, said Michael Kay, president and founder of Financial Focus LLC, an advisory firm with $175 million in assets.
“We're looking for the right fit,” he said. “This helps us to get to know them. I won't accept anyone who is rude or who blows up at my staff. I've had people who have been referred in and they kind of made my skin crawl. If they're abrasive, it's not a good fit for me.”