What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions?
In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making.
You’ll discover 27 powerful questions that can spark deeper conversations, help clients take meaningful action, and show your value as an advisor beyond dollars and cents.
We’ll break these questions into three approachable categories, share when and how to use them, and explain why silence after asking a question can be your greatest tool.
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