1 Hour CFP®, CIMA®, CPWA®, RMA®

5 Questions to Ask Your Business Owner Clients and Prospects 

Discover key questions to ask a business owner and earn free CFP CE credits in this insightful course for growth-focused financial advisors.  

The business-owner market is a great market to explore for financial advisors who are seeking to expand their presence in the HNW marketplace. In this presentation you’ll learn five questions you should ask that will position you as a financial advisor that focuses on business owners and jettison you into deeper conversations with your business owner clients and prospects. 

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Course Details

  • 3 Lessons
  • 1 Quiz
  • 60 Minutes
  • 1 CE Credit
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95%

of executive directors of family offices say that they hired someone outside of their single-family office to do an audit, to make sure they were making smart decisions about their money.1

Course Curriculum

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1https://www.morganstanley.com/cs/pdf/9528132-FOR-Compensation-Report-Broch.pdf