
Sign up to save your podcasts
Or
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.
4.8
3434 ratings
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.
1,744 Listeners
135 Listeners
931 Listeners
280 Listeners
1,987 Listeners
1,013 Listeners
455 Listeners
2,047 Listeners
882 Listeners
239 Listeners
110 Listeners
119 Listeners
715 Listeners
16 Listeners
19 Listeners