4min chapter

The Human Side of Money cover image

129: The Best Ideas and Insights from 2024

The Human Side of Money

CHAPTER

Enhancing Client Engagement Through Effective Communication

This chapter examines key communication techniques for engaging clients in financial discussions, focusing on the benefits of inviting information instead of asking direct questions. It also emphasizes the role of follow-up questions and the integration of technology and financial psychology to improve client relationships and outcomes.

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