91 min listen
27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
27: Enhancing Client Connection and Outcomes In Virtual Financial Planning Meetings with Dr. Sarah Asebedo
ratings:
Length:
54 minutes
Released:
Jul 7, 2021
Format:
Podcast episode
Description
Every financial advisors knows how crucial it is to effectively build trust and connection with prospects and clients. Study after study and story after story will tell you that's what clients look for when choosing an advisor and it's why they stay with their advisors. But, is it even possible to build the same level of trust and connection virtually? Is it reasonable to expect the same level of comprehension and follow-through from the client (or prospective client)? Dr. Sarah Asebedo and her colleagues conducted a study to help financial advisors and financial planners better understand the keys to building trust and connection in virtual meetings. For more resources and information from this episode, visit www.wiredplanning.com/episode27
Released:
Jul 7, 2021
Format:
Podcast episode
Titles in the series (100)
20: George Kinder | The Future of Financial Planning is Life Planning: Financial planning without any regard for the person's dreams, values, and life they want to live is nothing more than numbers on paper. A person's dreams, values, and life they want to live without any regard for money is nothing more than a fantasy.... by The Human Side of Money