An Inspiring Power Session
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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.
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.