How to Connect with Clients Emotionally

How to Connect with Clients Emotionally

As financial advisors we’re objective thinkers. We use the left, logical, side of our brains, to work out the technical aspects of financial planning. But simply being able to do the math won’t differentiate you from the competition – even robo-advisors are pretty good with interest rates and algorithms. The way to stand out is to make an emotional connection with people.

Your clients won’t make big decisions based on the numbers. They will base them on how they feel about you, using the right (emotional) part of the brain. To form a connection with clients you need to work out what it is you have to offer them on an emotional level.

Here are three suggestions to help you connect with clients emotionally.

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It’s The Little Things That Add Up in The Long Run

It Is The Little Things That Add Up in The Long Run

Having big ambitions is great – but if you want to achieve your long-term goals, you need to know there’s no rapid escalator to success. Only by learning the art of self-discipline and taking small and consistent steps will you reach your ultimate target. Here’s how smaller steps can lead to bigger things.

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5 Reasons to Develop Effective Listening Skills

5 Reasons to Develop Effective Listening Skills

The fact is, most of us simply don’t listen enough. That could be because of the increasing number of distractions going on around us, or because we often find it easier to focus on non-verbal clues – such as body language – rather than on what people are actually saying. But if you want to get ahead as a financial advisor you need to develop effective listening skills.

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