The most successful financial advisors have an in-depth understanding regarding their clients’ financial needs, wants, hopes, and dreams. With their clients that reveal the deep-seated feelings about all their financial concerns.
Download a free copy of Client Discovery: Improving Your Discovery Questions and learn how to:
- Learn how to ask the question that gets a client, or prospective client, to respond, “Gee…nobody’s ever asked me that question before.”
- Learn how to become a great listener by asking great questions that steer conversations to the next level of client understanding.
- Gain the ability to ask questions that identify emotional issues such that you can isolate, and reduce, emotion from the financial decision-making process.
