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10 Financial Planning Questions a Chatbot Would Never Ask

Bryce Sanders By Bryce Sanders

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Related: 15 Services a Good Advisor Brings to the Table

Everyone wants to feel they are an important client. Everyone wants to feel their situation is unique and careful thought is given to solutions to their problems. Everyone wants an advisor who cares. These are reasons why actual financial advisors are indispensable, and these are what set you apart from an online algorithm or artificial intelligence-driven language model.

But how can you get the message across that you care about your prospect’s unique situation and want to understand their financial goals? It’s by asking questions that go far beyond “Date of birth” and “How long have you lived at this address?”

Asking the right questions lets the prospect know financial planning is important and you want to learn what is important to them. Check out the gallery for 10 questions that go beyond the consideration set of a software program.