A financial advisor is conducting an initial discovery meeting with a new client. What should be the primary objective of this first meeting to establish a strong, client-focused relationship?
-
A
To have the client sign paperwork for a popular, high-performing mutual fund.
-
B
To present a detailed overview of the firm's history and its top financial products.
-
C
To listen actively in order to understand the client's personal and financial goals, values, and concerns.
-
D
To quickly determine the client's net worth to assign them to a service tier.