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Upping Your Question Game: 25 Questions for Better Client Connections Throughout the Financial Planning Engagement

May 23, 8:00 am

– 9:30 am

Grand Phoenician Ballroom

An Inspiring Power Session

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About This Session

Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action. Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Join Meghaan and learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.

 

What Are Power Sessions?

Power Sessions will take the format of brief and focused presentations, similar in style to a TED Talk, providing actionable education and insight with the goal of continuing to advance and grow the exit planning discipline into a more transformational and valuable experience for business owners and entrepreneurs. Our goal is to provide thought-provoking, inspiring, and motivational experiences that transform the way we think. In keeping with the theme of this year’s Summit, the Power Sessions will focus on E-P-I, experiences, people, and innovation – three elements we feel are foundational for success in the exit planning space.

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Meghaan Lurtz

Learning Objectives

Examine the impact of different styles of questions on the brain.
Review the varied types of questions advisors can use, more than just closed-ended versus open-ended questions.
Review ideas, and reasons behind those ideas, for asking certain types of questions at specific times related to the seven steps of financial planning.
Understand why continuing to ask great questions, beyond initial onboarding, is so important to keep the relationship with the client fresh.
Examine question-asking pitfalls and discuss how to avoid them.

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