Asking Better Questions | Incorporating Fundamentals of Financial Therapy

  • 03/21/2019 02:00 PM - 03:00 PM Eastern

Presented by Joshua Harris

Treasurer, Financial Therapy Association

webinar

 

 

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.

Join us to learn how asking the right questions can be a meaningful part of growing your business. We’ll discuss:

  1. The most common biases and tendencies your clients have on financial decisions
  2. Different ways to ask questions and conversation styles that lead to meaningful information
  3. Hoe to apply Financial Therapy principals to enhance client expectations and your overall relationship

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