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Submitted by: Puthan(VJ) Vijayan
Puthan(VJ) Vijayan is the Principal member of PMV Investment Advisors, LLC. The firm is a Registered Investment Advisor. VJ is a Certified Estate Planner and Registered Financial Consultant, with over 15 years of planning and investment experience.
Successful advisers recognize the critical nature of client dialog through interview sessions. Those sessions crystallize,for the adviser,the client's financial/nonfinancial objectives, expectations and motivations. All this information go to develop comprehensive, cohesive wealth management platforms and solutions.
Open ended questions allow a meaningful dialog between the client and the adviser. It opens to discussion motivations of clients.Writtne questions can act as a guide to ensure the maximum efficiency to profiling.
Clients should expect to come to sessions prepared. Efficient sessions are beneficial to clients as they are clear on how the dialog are going and what direction future sessions are headed.
Clients should expect the primary adviser to conduct the interview. Face to face interactions are more effective than questionnaires and interviews conducted by subordinates.
Clients can expect the content of these interview sessions to be thorough and comprehensive. Clients can expect advisers to listen carefully, and confidentiality of information, written and spoken. Additionally, patient and deliberate interview sessions can also be expected. Follow up sessions are critical to record updates, changing circumstances and objectives through the life cycle.
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