25 Questions for Better Client Connections Throughout the Financial Planning Engagement
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 us this month 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.