124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood
The Elite Financial Advisor Podcast With Sten Morgan
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Urgency and Impactful Questions in Financial Planning
This chapter explores the importance of urgency in financial planning by using language that triggers action and asking impactful questions. It emphasizes the role of emotional intelligence in engaging clients through genuine curiosity, avoiding personal bias, and using data to support recommendations. The transition from a focus on insurance to holistic financial planning is discussed, highlighting the benefits of being compensated for planning work and collaborating for deeper client relationships.
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