What Questions Should a Financial Advisor Ask?

You need to ask about the "Who" and the "Why" just as much as the "What" and the "Where." Use a framework like WASTE: Why did you make this decision? What Alternatives did you consider? How does this Serve you? How has Time treated it? And what is the Exit plan? These questions move the needle from technical clutter to intentional action. Most advisors never ask these questions because they're afraid of the answers. The ones who do build practices that are nearly impossible to replicate.