Asking questions and listening to clients’ stories is big part of being a financial adviser / financial planner.
But excelling in this endeavour requires a unique set of skills led by a mixture of intellectual curiosity, compassion, empathy and wonder.
In this masterclass, Amyr Rocha Lima, CFP® shares a questioning framework that gets to the heart of your clients instead of their heads.
After all, knowing how to ask good, open-ended questions will encourage clients to open up about their aspirations and will help you connect with them on a personal level.
During this video you will:
- Discover more about how open-ended questions help engage your clients.
- Learn the importance of listening and how we can hone this skill to get the best out of others and ourselves.
- Gain an understanding about ways you can maintain the kind of curiosity that drives an epic first meeting.
- Determine how you can build rapport quickly with your prospects.
~ WHO ~
I'm Amyr Rocha Lima, CFP®
Financial planner, content creator and public speaker.
My work is focused on helping successful professionals to reduce taxes, invest smarter and retire on their terms.
Want to know more?
Website:
https://www.amyr.co.uk/
LinkedIn:
https://uk.linkedin.com/in/arochalima
Twitter:
https://twitter.com/a_rochalima
Instagram:
https://www.instagram.com/insidekingston/
Тэги:
#financial_planner #financial_adviser #financial_advisor #masterclass #webinar