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Helping Clients Reveal Their True Feelings About Money
To trust you and your advice, clients need to know that you genuinely understand what matters to them when it comes to their money.
On this episode of Elementality, Reese and Carl reveal why advisors need to ask good questions, intently listen, and then probe even further into the responses to unearth the core purpose that person has for their wealth.
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By Jordan Haines, CFP®
4.8
3535 ratings
To trust you and your advice, clients need to know that you genuinely understand what matters to them when it comes to their money.
On this episode of Elementality, Reese and Carl reveal why advisors need to ask good questions, intently listen, and then probe even further into the responses to unearth the core purpose that person has for their wealth.