Managing client expectations continues to be the most challenging aspect of financial services. Everyone has unconscious biases, whether we want to admit it or not. Recognizing these fundamental tendencies makes client relationship-building faster and easier.
Watch the replay to learn how asking the right questions can be a meaningful part of growing your business. We’ll discuss:
- The most common biases and tendencies your clients have on financial decisions
- Different ways to ask questions and conversation styles that lead to meaningful information
- How to apply Financial Therapy principles to enhance client expectations and your overall relationship
About the Speaker
Joshua Harris, MBA, CFP® is a member of the National and South Carolina chapters of the Financial Planning Association, National Association of Personal Financial Advisors, Financial Therapy Association and Association for Financial Counseling and Planning Education.