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Atty.___SIMON, FITZGERALD, COOKE, REED & WELCH
Simon Fitzgerald, LLC#___How Did You Hear About Us?
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9INITIAL CLIENT QUESTIONNAIRE
BR___
UCC___
Date: ___Referral From Attorney
Referral From
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How to fill out initial consultation worksheet
How to fill out initial consultation worksheet
01
Start by gathering all necessary information such as client's personal details, contact information, and reason for seeking consultation.
02
Provide a clear overview of your services and what to expect during the consultation.
03
Ask relevant questions to understand client's needs and goals.
04
Fill out the worksheet accurately and completely, making sure to note any specific preferences or concerns.
05
Review the completed worksheet with the client to ensure accuracy and address any additional questions or concerns.
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Anyone seeking professional consultation services such as financial advisors, lawyers, therapists, or healthcare providers may need to fill out an initial consultation worksheet.
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What is initial consultation worksheet?
The initial consultation worksheet is a document used to gather information about a client's background, goals, and financial situation.
Who is required to file initial consultation worksheet?
Financial advisors or consultants are required to file the initial consultation worksheet for their clients.
How to fill out initial consultation worksheet?
The initial consultation worksheet can be filled out by providing accurate and detailed information about the client's financial status, goals, and objectives.
What is the purpose of initial consultation worksheet?
The purpose of the initial consultation worksheet is to help financial advisors assess their clients' needs and develop a suitable financial plan.
What information must be reported on initial consultation worksheet?
The initial consultation worksheet must include information about the client's income, expenses, assets, liabilities, investment objectives, risk tolerance, and financial goals.
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