The Key Question Many Advisors Aren’t Asking

It’s a missed opportunity hiding in plain sight: “What’s your favorite charity?” It may sound basic, but it’s a question we didn’t ask for far too long— and now, we can’t imagine not asking it.

As financial advisors, we’re trained to gather buckets of critical information: income, assets, liabilities, estate documents, insurance coverage. But in our pursuit of comprehensive planning, many of us have overlooked one of the most revealing and emotionally resonant questions we can ask a client. One that unlocks deeper relationships, uncovers hidden planning opportunities, and often leads to more fulfilling outcomes for clients and advisors alike.

Read more about the announcements made on Wealthmanagement.com here.