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The Perfect RIA
Client Relationships And Connections With Guest David Gow [Episode 249]
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.
25:35
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Quick takeaways
- David emphasized the importance of emotional connections and empathetic questioning in client meetings.
- Reflecting on client interactions, David highlighted the significance of self-reflection, continuous improvement, and evolving wisdom in financial planning.
Deep dives
Client Meeting Insights
When reflecting on client interactions, David realized the importance of emotional connections and empathetic questioning. By asking clients how they feel at the end of meetings, he uncovered deep emotional responses that guided his approach. Understanding clients' emotions, such as reassurance and security, became key indicators of successful relationships. These insights shifted his focus from goals and investment returns to ensuring clients felt secure and understood in their financial journey.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode