EPISODE · Apr 28, 2022 · 54 MIN
S3:E6 Want happier financial planning clients? Then improve the questions you ask them!
from Your Financial Planning Maestro · host Jacqueline Lockie
Better client questions leads to better information, better outcomes for clients and ultimately happier clients! Do you think you ask great questions? Think again! In this week's episode we talk to Brendan Frazier, the founder of Wired Planning in the US. He has a refreshing way of improving the quality of the questions you ask your clients. We discuss the content of questions as well as the approach and order to ask them. His 'Pillars of great questions' include: 1) A great question minus listening is no longer a great question 2) Order and Structure play a crucial role 3) Don't stress over closed-ended questions 4) The most powerful question is a follow-up question and there's so much more... We explore in detail the issues to improve our skills; what to worry about and where we shouldn't get hung up! No-one has the monopoly on a great question. Challenge yourself by listening to this episode and understand where you can improve. Brendan bio: Brendan Frazier is the founder of Wired Planning, the host of The Human Side of Money podcast, a keynote speaker and was named one of Investopedia’s Top 100 Financial Advisors. He helps financial advisors around the world master the human side of advice to enhance client outcomes and ignite growth in their business. To sign up for his newsletter go to: www.wiredplanning.com
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S3:E6 Want happier financial planning clients? Then improve the questions you ask them!
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