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EARN YOUR KEEP WHAT YOUEARNTHELIONFINANCIALSHARE GROUPGeneral InformationClient Name ___ Social Security_________ Age ___ DOB __/__/___ Home Address ___ Home Phone ___Work Phone ___ Cell Phone ___
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How to fill out client fact finder
How to fill out client fact finder
01
Gather necessary client information such as personal details, financial goals, risk tolerance, and investment knowledge.
02
Use a standardized client fact finder form provided by your organization or create your own form.
03
Fill out the client fact finder form accurately and completely.
04
Review the completed client fact finder form with the client to ensure all information is correct and comprehensive.
05
Keep a copy of the client fact finder form on file for future reference and compliance purposes.
Who needs client fact finder?
01
Financial advisors and planners who work with clients to create personalized financial plans and investment strategies.
02
Wealth management firms that provide comprehensive financial services to high net worth individuals and families.
03
Any individual or organization involved in the financial services industry who wants to gather detailed information about a client's financial situation and goals.
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What is client fact finder?
Client fact finder is a document used to gather information about a client's financial situation, goals, and preferences.
Who is required to file client fact finder?
Financial advisors or professionals who are working with clients to develop financial plans are required to file client fact finder.
How to fill out client fact finder?
Client fact finder can be filled out by asking clients to provide information about their income, expenses, assets, liabilities, and financial goals.
What is the purpose of client fact finder?
The purpose of client fact finder is to help financial advisors or professionals understand their clients' financial situations and goals in order to provide appropriate financial advice.
What information must be reported on client fact finder?
Information such as income, expenses, assets, liabilities, financial goals, risk tolerance, and investment preferences must be reported on client fact finder.
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