Hello All,
I am curious if anyone has any unique data gathering ideas for new clients? We have a standard questionnaire and a checklist of documents required. To expedite the process, we have the clients sign an authorization form which permits us to speak and request information from agents, brokers, etc. Many times, the acceptance of this authorization isn't accepted and it falls on the client, which is quite daunting for most busy professionals.
Any thoughts would be most appreciated!
Kind Regards,
Melissa Villegas, CFP, EA