The Whole Client Model is best depicted with the following illustration:
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SECTION |
PURPOSE |
| Relationships |
Identify the relationships that are most important to the client and those that carry some financial or emotional obligation. |
| Financials |
Identify all the client’s assets and liabilities, including current sources of income and any factors that may impact them in the short-or intermediate-term, as well as the structure, registration and location of other financial assets. |
| Advisors |
Identify other advisors that work with the client on a regular basis, including accountants, attorneys and business managers, and understand the role and the influence each has in the client’s life. |
| Process |
Identify the client’s preferred method and frequency of interaction, and the level of detail required to satisfy the client’s sophistication and curiosity. |
| Interests |
Identify those activities and topics that occupy the client’s time and money, including hobbies, religious, political, medical and philanthropic. |
| Goals |
Identify the client’s personal and professional goals, and their intentions for their family and loved ones. |
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