Discovery Checklist - IARFC Members - Receive 50% Discount with Code at Checkout.
The importance of effective communication between consultants and clients cannot be overemphasized. The Discovery Checklist, to be filled out by the client, gives the consultant much feedback as to the thoughts and experience of the client when dealing with financial professionals. The responses will affect the ways in which business is conducted between both parties and especially the ways in which important information is communicated.
