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4 Fact-finding Questions I Have Been Using

Some of the basic fact-finding questions to understand the client could be:

  1. How do you look at the current profile and Job satisfaction level?

  2. What is your satisfying level of achievement—money, peace of mind, or both?

  3. What are your priorities in life in terms of financial growth and family?

  4. How much importance do you give to yourself, your health, and your culture?

I hope this will be useful to you.

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