/ by Don Connelly / Managing the Relationship / 0 comments
We’ve devoted a lot of space here to discussing the concept of “active listening.” Why? Because it’s essential for connecting with clients on a more meaningful level. Beyond merely listening, active listening is an immersive, empathetic approach that enables you to pick up unspoken cues, explore clients’ deeper motivation, and get to the crucial “why.” Active listening is critical to moving clients to take action.
Advisors who master active listening are able to transform the advisor-client relationship to understand and anticipate their client’s needs beyond the surface of financial data and gain insight into what truly matters to clients.
Read more
The Art of Active Listening in Financial Advising: Building Trust and Uncovering Client Goals Beyond the Numbers
/ by Don Connelly / Managing the Relationship / 0 comments
We’ve devoted a lot of space here to discussing the concept of “active listening.” Why? Because it’s essential for connecting with clients on a more meaningful level. Beyond merely listening, active listening is an immersive, empathetic approach that enables you to pick up unspoken cues, explore clients’ deeper motivation, and get to the crucial “why.” Active listening is critical to moving clients to take action.
Advisors who master active listening are able to transform the advisor-client relationship to understand and anticipate their client’s needs beyond the surface of financial data and gain insight into what truly matters to clients.
Read more