The Efficient Advisor: Tactical Business Advice for Financial Planners

253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)

Mar 7, 2025
Discover how two simple phrases can revolutionize client conversations. Learn how saying, 'I hope you can appreciate...' can soften tough discussions and help set boundaries. Explore why swapping 'but' for 'and' creates a more positive, collaborative atmosphere. Delve into the psychology of word choices and their influence on client reactions. With real-life examples, you'll see how these adjustments can lead to stronger relationships and a more productive dialogue. Transform your communication with these small but impactful tweaks!
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ADVICE

Soften with Appreciation

  • Use "I hope you can appreciate" to soften difficult conversations and set boundaries.
  • This phrase makes clients consider your perspective and values, improving communication.
ANECDOTE

Appreciation in Action

  • Libby Grywe used "I hope you can appreciate" with a client frustrated about appointment times.
  • The client's frustration visibly decreased after hearing the phrase, demonstrating its effectiveness.
ADVICE

Connect with 'And'

  • Replace "but" with "and" in client conversations to foster collaboration.
  • "And" creates connection and opens possibilities, while "but" can feel dismissive.
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