Asking questions and listening to the client’s stories is big part of being a 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 POWER webinar, Amyr Rocha Lima will share 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 session you will:
1. Discover more about how open-ended questions help engage your clients.
2. Learn the importance of listening and how we can hone this skill to get the best out of others and ourselves.
3. Gain an understanding about ways you can maintain the kind of curiosity that drives an epic first meeting.
4. Determine how you can build rapport quickly with your prospects.