The Perfect RIA Client Relationships And Connections With Guest David Gow [Episode 249]
21 snips
Mar 25, 2024 Financial planner David Gow shares insights on client meeting processes, importance of trust, self-reflection, and asking powerful questions. Emphasizes emotional engagement and building trust through connections in financial planning relationships.
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Clients Share Deep Personal Struggles
- David Gow shares deep personal client disclosures revealing his trusted advisor role beyond finances.
- Clients confided in him about alcoholism, divorce, and terminal illness, highlighting emotional vulnerability in financial planning.
Trust and Security Grow Over Time
- As client relationships mature, progress towards goals wanes while sense of security and personal knowledge grow.
- Investment returns matter less over time; emotional reassurance becomes a key value advisers add.
Challenge Clients With Empathy
- Ask powerful, well-timed questions tailored to client relationship stage to uncover true emotions and needs.
- Challenge clients gently on money habits to encourage living their best life and improve financial decisions.