Getting It Right with Client Selection

Effective client screening is all about trying to identify the good clients and weeding out all those who simply aren’t. While there isn’t necessarily one correct way to do this, developing a standard set of questions to think about during that first meeting can go a long way in helping you and those with whom you practice make sound business decisions. With this in mind, I offer the following screening questions. These questions are just a place to start and should be reviewed and updated over time as your desires and practice dictate. You might also review any past problem client matters to see if there are any commonalities or warning signs present there in order to identify additional questions that might be worth adding to your firm’s screening checklist.

by Mark Bassingthwaighte

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