Supernova Client Conversation Catalysts

How well do you know your client?

This series of questions are conversation starters that will lead to deeper more intimate conversations with your clients. If you want to deepen your relationships with your clients, utilize these questions on your monthly client calls.

1. Which is more important, intelligence or common sense?
2. What is your proudest accomplishment?
3. What is your favorite family story?
4. What is the last thing you bought that you didn't really need?
5. What is your favorite charitable cause and why?
6. If you found a bag of money on the street, what would you do?
7. What was your first job?
8. What is the best way to deal with stress?
9. Do you believe that giving makes you rich?
10. Are you easy or hard to please?
11. Is it important to talk about money as a family?
12. What are you grateful for?
13. What is on your bucket list?
14. What is your greatest strength as a family?
15. What do you think is the ideal age?
16. If you could donate one million dollars to charity, which would you choose?
17. If you had twelve hours to spend an unlimited amount of money, what would you buy?
18. What one thing would you like to know about the future?
19. If you had to quit your job to chase a dream, what would it be?
20. If you could be a foreign ambassador, which country would you choose?
21. What grade would you give yourself for environmental responsibility?
22. Where is change needed in your life?
23. What was the most important thing someone taught you about money?
24. How competitive are you?
25. Is it better to be the oldest, youngest, or middle sibling?
26. Should you tell other members of your family how much money you make?
27. What are your biggest time wasters?
28. What is the nicest thing you have done for someone?
29. What financial advice would you give to someone younger?
30. What will your family be like 10 years from now?
31. What life experience has strengthened you the most?
32. When is it ok to borrow money?
33. What is your favorite family tradition?
34. What topic do you know more about than anyone else in the room?
35. What is your favorite quotation?
36. What kind of business would you love to start?
37. Is giving your time more valuable than giving your money?
38. What mistakes have you or others close to you made with money?
39. Where would you like to live someday?
40. What do you wish you were better at saying "no" to?
41. What is the most significant problem facing the world?
42. Are you mentally or physically stronger?
43. What does "making a difference" mean to you?
44. How is your family different from other families?
45. What's your biggest money related stress?
46. What do you dream your life will be like in 10 years?
47. What advice would you appreciate from a happy and successful 80-year-old?
48. Can money buy happiness?