The question “Where are you from?” is less a geographical locator than a cultural indicator. With just a touch of interviewing skill, you can transform “Where are you from?” into a microcosmic view of the life and core values of the person you are getting to know.

Don’t allow yourself to neglect discovering every client’s origins. There are many reasons why you want to know where people came from:

  • Their upbringing formed the blueprint of who they became.
  • Their environment influenced their values and priorities in life.
  • Their upbringing taught them many lessons about money and what matters most.
The wise advisor spends time learning about clients’ roots and, as a result, gains an appreciative view of why they are who they are and why they do what they do.

Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.