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83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations

83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations

FromThe Human Side of Money


83: 3 Proven Techniques To Enhance Your Questions And Elevate Your Conversations

FromThe Human Side of Money

ratings:
Length:
43 minutes
Released:
May 17, 2023
Format:
Podcast episode

Description

Asking great questions is a superpower for financial advisors. When done right, asking great questions: -Establishes likeability -Accelerates trust -Uncovers personal, sensitive information Three things that are absolutely critical to perform your job at the highest level. But, it's not just about asking more questions. It's about knowing how to ask great questions that get great answers. It's about knowing the techniques that enhance your questions and elevate your conversations with both clients and prospects. In this episode, we'll reveal: The research that confirms the power of questions The "3E" questions for creating conversational flow Using follow-up questions to open the floodgates of the conversation How to structure your questions to receive better responses   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode, check out www.wiredplanning.com/episode83. *For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
May 17, 2023
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!