Evolution of Client Priorities in Financial Planning

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients' needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.

Client Relationships And Connections With Guest David Gow [Episode 249] Resources in today's episode:

- The Complexity Curve with Guest Paul Saganey - Two Most Important Parts of a Surge Meeting