Assessing your customer's needs involves gathering and recording all relevant factual information together with their aims, financial aspirations and views on the degree of risk they are prepared to accept when it comes to investing to achieve these.

Tools

Assessing customer needs

There are lots of different ways of gathering and recording information about your clients. Our tools provide some ideas of how you might do this and help you consider if you are capturing all necessary information. They are not prescriptive and how you choose to use them may depend on your firm's size and business model.

Remember

The ideas for these tools have been provided by firms, similar to your own, who are already successfully using them in their daily work.

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