The Human Side of Money 49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)
Apr 27, 2022
58:37
For financial advisors and planners to do their job at the highest level requires the ability to do two things:
- Uncover someone’s personal, intimate financial details
- Unearth someone’s values, emotions, hopes, dreams, and fears about their money and their life
Most people don’t talk about one of those things with anyone else in their life. And almost NO ONE talks about both with the same person without being under the influence of something!
That’s why the best financial advisors are masters at knowing how to ask the “right” questions that elicit trust and create rapport while uncovering the financial and personal information they need to formulate the best financial planning recommendations.
We discuss:
- A question to ask prospective clients that reveals exactly what they want from an advisor
- How questions help clarify your value to prospects and clients
- Why questions are the most effective way to instill trust
- All of the under-the-radar benefits of questions in the client relationship
- And way more!
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