Ask Paul – A Look Into the Future Episode 48 – Behind the CIQ

April 8, 2020 | By Paul Latham
Financial Advisors Accountants

In the last episode of A Look Into The Future, Paul Latham covered the importance of properly positioning the CIQ (Client Information Questionnaire) Diagnostic to clients.  He discussed: 

  • The client understanding why the advisor wants to use the CIQ 
  • The advisor explaining the context behind the CIQ 
  • The advisor leading the proactive planning process

In this episode, Paul reveals more about the structure behind the diagnostic - the key points being: 

  • The CIQ is online - making it easy to complete together or independently 
  • The CIQ is a process - so it is scalable 
  • The CIQ is tangible - bringing elements of the advisor's value proposition to life

Watch to discover how you can make proactivity a real, tangible process with your clients to become the Most Relevant Advisor.

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