Establishing a strong relationship with clients can bring enormous dividends to your practice in the long run. To ensure that you start off on the right footing, here are some questions to consider asking potential clients:

1. What does a good relationship between an advisor and a client look like?

You will be able to judge how comfortable they would be with you. Make sure you and your potential clients would be a good fit.

2. What are your dreams and desires?
Open-ended questions will help you to open up and connect with your potential clients. It helps to be able to relate to your clients on a personal level.

3. Are you a disciplined investor?
Making sure your potential clients can exercise discipline early on will save you much hassle in the long run.

4. What are your expectations of me?
Knowing what potential clients expect of you is important for satisfying and retaining those clients, as well as getting referrals.

5. How did you find out about me?
Referrals are best. If potential clients discover you elsewhere, you need to make sure they truly understand your firm.