Dhillon shares the questions he asks to show the client he cares about what’s important to them and the visuals he uses so clients understand what he is doing for them. Discover how to keep clients engaged in planning and turn them into advocates of what you do.
Simran Dhillon, ADFS, B Comm, is a principal financial planner at Abundant Advisory, a boutique financial planning practice that specializes in helping business owners and high-income professionals between 40 and 55 make the right decisions that will better prepare them for retirement.
