Deeper questions connect to better solutions

Your experiences, your goals, and your life-that’s what our advisors are looking to understand when they sit down with you. They’ll ask you deeper questions to connect you to better solutions. Watch Wealth Management Advisor Amber McNeil reveal her favorite question to ask.
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Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.
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Transcript:
So my favorite question to ask clients is what was your family’s relationship with money as you were growing up. I feel like that question helps me to understand, not just for the client, but generationally what that family’s experience has been like, and then I also like to ask how that experience impacts their relationship with money today.