5 financial planning conversations for clients in 2024


The start of a new year brings hope for longer days and motivation to make big changes.  

It’s also the perfect time for advisors to broach deeper conversations with clients and ensure that they are on course to achieve their short-term and long-term goals. 

Whether it’s as simple as setting a budget or as complicated as recalibrating tax strategies and editing estate plans, there’s no shortage of personal finance tasks for which an advisor can step in to offer valuable suggestions. 

Based on our reporting this year, below are five conversations that go beyond retirement planning, which advisors may want to broach with clients as 2024 approaches. 



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