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Products & Services / Clients Questionnaire
Your Products & Services
1. Do you have a service niche?
a. What differentiates you from your competition?
b. What is your company’s USP (Unique Selling Proposition) that distinguishes you from others?
2. What content are you interested in sharing? / Is there specific topics that you would like us to focus on?
a. Budget and Debt Reduction
b. Charitable Giving
c. College and 529
e. Estate Planning and Trusts
f. Financial Review
j. IRAs and 401(k)s
k. Market Activity
l. Retirement Planning
m. Social Security
n. Small Business
Your Clients (Who You Serve)
1. What is your client age demographic?
2. What is your client average net worth?
3. What is your client professional niche?
4. What is your primary client type?
Retiree, professional, small business, etc.
5. Who is your ideal client?
6. Do you have a minimum asset requirement?
7. Where is the largest concentration of your clients?
8. What states do you operate in?
9. What are common questions or topics your clients and prospects ask you?
10. What are your clients’ biggest pain points throughout their financial lives that you help them with?
11. What pain points or milestones do prospects come to you with that ultimately trigger them to work with you?
Children, marriage, debt, retirement...
12. How fluent in finance is your ideal client?
13. What keeps your ideal client up at night?
14. How do you make your clients feel?
15. Why do your clients trust you?
16. What makes your clients refer business to you?
17. What are some examples of success you've achieved for your clients?
18. What is the average tenure of your clients?
19. How have you navigated economic challenges* while maintaining your clients' expectations?
*Dot-com boom, Great Recession, COVID-19 Pandemic, etc.
20. What is your brand (company name) story?
21. Anything else you'd like to add?
22. Your name?
23. What is the name assigned to your project?