*If you want to be notified when the next episode packed full of practical tips and strategies to master the human side of money will be released, you can:
- Subscribe to the Show
- Join the community of like-minded advisors and planners across the world being notified via email. In addition to podcast releases, you’ll get our monthly “Wisdom Round Up” where we deliver to you the best content from around the industry on applying behavioral finance and mastering the human side of money.
*The featured partner for this episode is a must-have tool for helping clients follow-through and implement advice. After all, the best advice is useless in the absence of execution. Rather than stressing about follow-up calls and emails, Knudge provides a built-in system designed to improve follow-through. Best of all, you can try it with 12 clients for free.
Every advisor always wants to know what questions to ask.
More important than WHAT you ask is WHEN you ask it.
A great question asked at the wrong time is no longer a great question.
Let’s go through six different steps of the client journey and arm you with three questions to use in at each stage:
- Intro Call
- Discovery Meeting
- Review Meetings
- Every Conversation
Remember…a great question will impact your clients and your practice in ways a great investment never could.
Whenever you’re ready, there are 3 ways I can help you master the human side of advice:
- HSOA Masterclass: 8-weeks alongside other advisors learning how to build trust & connection, align money and life, and deliver advice clients actually implement
- The Ultimate Discovery Meeting: A proven framework to seamlessly convert prospects into life-long clients in one meeting
- HSOA Community (COMING SOON!): A place to meet, collaborate, discuss, brainstorm, learn and grow with other advisors passionate about the human side of advice
If you’re interested, let me know here.