- “Example of Questions to Your Best Clients: What has been the most positive aspect of planning you’ve done, either with my firm or another adviser? What has been the most frustrating? How would you describe my role in your financial situation? Given what you know about me, what do you think I should do more of or less of in my business model? What remaining doubts do you have about your wealth or its impact on your family? Where would you turn to resolve the doubts? If one thing could change about the complexity that wealth has created in your life, what would it be?” The Right Side of the Table: Where do You Sit in the Minds of the Affluent? By Scott Fithian and Todd Fithian. Page 47