/ by Don Connelly / Managing the Relationship / 0 comments
Effective communication is the cornerstone of enduring and trusting relationships. For financial advisors, it’s the key to meaningful client engagement that fosters deeper discussions and stronger connections. At the core of meaningful engagement is asking the right questions.
Open-ended questions, in particular, can transform a conversation, moving it beyond stunted yes or no answers to delve more deeply into what matters to a client—to understand the “why” behind their thinking. Unlike closed-ended questions, which tend to limit responses, open-ended questions encourage an open dialogue full of insights advisors can use to tailor their advice in a way that resonates with the client.
Mastering the art of crafting and asking open-ended questions is critical to pinpointing client needs, concerns, and priorities while building trust and driving more successful outcomes for your clients.
Read more
The Power of Open-Ended Questions for Financial Advisors
/ by Don Connelly / Managing the Relationship / 0 comments
Effective communication is the cornerstone of enduring and trusting relationships. For financial advisors, it’s the key to meaningful client engagement that fosters deeper discussions and stronger connections. At the core of meaningful engagement is asking the right questions.
Open-ended questions, in particular, can transform a conversation, moving it beyond stunted yes or no answers to delve more deeply into what matters to a client—to understand the “why” behind their thinking. Unlike closed-ended questions, which tend to limit responses, open-ended questions encourage an open dialogue full of insights advisors can use to tailor their advice in a way that resonates with the client.
Mastering the art of crafting and asking open-ended questions is critical to pinpointing client needs, concerns, and priorities while building trust and driving more successful outcomes for your clients.
Read more