As advisors, we need to balance the functional jobs and emotional jobs of financial planning to build effective client relationships. Our tendency is to center these jobs around regularly scheduled client meetings.
On this Elementality, Reese and Chad explain why identifying and working on functional jobs outside of meetings allows you to focus on important client emotional financial anxieties during meetings. When you give more attention to a client’s emotional needs you start building greater trust.
Elementality for Financial Advisors | Elements Financial Vitals System™