Change Your Questions // Change Your Life - Virtual Masterclass - Amyr Rocha Lima, CFP®

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

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