35 Question CAS Questions

Identifying the real issue or problem of your clients can be challenging, but it is the crucial first step to help them solve their pain points and provide them with more value.

To streamline your consultation process and provide better value to your clients, we have designed a checklist of 35 questions. These questions cover various aspects such as building rapport, discussing pain points and budgets, and other areas that will help you get to the core of your client's financial challenges. The information you gather from these questions will be useful in developing a personalized plan for your clients.

With this checklist in your arsenal, you will be better equipped to provide the best possible service to your clients!