/ by Don Connelly / Best Practices / 0 comments
As a financial advisor, it’s essential that your clients ask questions. It means they want to engage with you, and they trust your expertise. Every question a client asks is an opportunity to educate them, which is a good thing. When your clients are comfortable enough with you to ask questions, it’s a sign of a healthy advisory relationship.
But what if a client blindsides you with an unexpected question, one you didn’t see coming? The relationship could turn on how you handle the question. If you hesitate, appear uncomfortable, or try to avoid the question, you could find yourself outside the client’s circle of trust, at least for the moment.
However, if you’re prepared to manage these impromptu and uneasy moments with confidence and professionalism, you will reinforce the trust you’ve already built.
Read more
How to Handle Unexpected Client Questions
/ by Don Connelly / Best Practices / 0 comments
As a financial advisor, it’s essential that your clients ask questions. It means they want to engage with you, and they trust your expertise. Every question a client asks is an opportunity to educate them, which is a good thing. When your clients are comfortable enough with you to ask questions, it’s a sign of a healthy advisory relationship.
But what if a client blindsides you with an unexpected question, one you didn’t see coming? The relationship could turn on how you handle the question. If you hesitate, appear uncomfortable, or try to avoid the question, you could find yourself outside the client’s circle of trust, at least for the moment.
However, if you’re prepared to manage these impromptu and uneasy moments with confidence and professionalism, you will reinforce the trust you’ve already built.
Read more