A premium subscription is required to access this article. Article Date: 04/13/2016 Do You Know The Values Your Clients Hold Dear? Early in an investor-advisor relationship, there is the “getting to know you’’ phase.While investors certainly want to know details about their advisor’s professional history, it's even more important that the advisors know the details of the investor’s background in order to serve them best. A financial history is obviously fair game ... Log in to view full article. If you already have a subscription, please log in with your email address and password. User Name (Email Address): Password: Forgot your password? Click here to have your password emailed to you. To purchase a premium subscription, please use the links below. One-year premium subscription with unlimited access to all articles including reprint rights (see terms and conditions) for $2,000.00. Monthly subscription (3 month minimum) with unlimited access to all articles including reprint rights (see terms and conditions) for $195/mo.