

Prospect Power Up: Answer Questions First
Feb 6, 2024
Learn the power of answering financial questions to start conversations and build relationships. An analogy between financial planning and the medical industry is discussed. Addressing clients' acute problems first is key. Understanding the emotional side of the job is vital. Strategies for answering financial questions effectively and the importance of niche marketing are explored.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
An Actor and an Analogy: Financial Planning and the Medical Industry
01:49 • 2min
Addressing Acute Problems First
03:35 • 8min
The game of understanding: Addressing clients' needs beyond the answer
11:21 • 5min
The Power of Answering Financial Questions
16:48 • 10min