When working with a new customer, how do you evaluate their needs and recommend solutions?

"When evaluating a client's needs, I would work to understand their overall financial goals and needs as well as their current financial situation, revenue streams, debt-to-income ratio, and risk tolerance. We would discuss their short and long-term goals and based on their answers, I would recommend products or services that could benefit them."

"I always spend time understanding their current financial situation first and ask probing questions along the way to get more information for example, who is the decision maker, what are their goals, what constraints do they have, what is a priority for the customer, etc. I take a holistic approach to understand their overall financial health and goals, and recommend products based on their answers."