AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min snip
Better Clients
The WealthAbility Show with Tom Wheelwright, CPA
Exploring Client Goals and Dreams Through Thoughtful Questions
By focusing on asking clients thoughtful and introspective questions, advisors can gain valuable insights into what drives and matters to their clients. Understanding the client's situation and goals is crucial for providing tailored advice and solutions. The process starts by exploring the client's relationship with money, family, long-term and legacy goals, and the meaning of retirement. Delving deep into the client's dreams through a seven-level questioning technique helps uncover the core desires and motivations. Continuously revisiting and building upon these discussions across multiple meetings can lead to a deeper client-advisor connection and a more personalized approach to meeting the client's needs and aspirations.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode