The Human Side of Money Ep. 95: Navigating The Dynamics of Working With Couples and Money with Ashley Quamme
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Ashley Quamme explains what financial advisors need to know about navigating the dynamics of working with couples and their money.
Samantha Lamas and Danielle Labotka explain their research on the actual reasons that clients hire and fire their financial advisors.
Brendan shares how one email can win clients and their trust.
Brendan shares how to build instant trust and get clients to reveal more information by mirroring their words.
Brendan shares how turning a client's vague goals into a vivid vision builds their motivation and enhances their life.
Brendan reveals 3 proven techniques for financial advisors to enhance their questions and elevate their conversations with prospects and clients.
Brendan reveals how understanding the connection between goals and values leads to a tribe of emotionally-connected clients.
Warren Berger is the world's foremost authority on asking questions, and he explains the art of asking great questions that get great answers from clients and prospects.
Brendan reveals the best three questions financial advisors can ask at each stage of the client journey.
Deirdre Van Nest shares how to fast-track your trust factor with prospects by communicating in an emotionally-compelling way.