Thank you for attending my November 2023 presentation for FPA East Bay.
Further Reading Materials:
- The Power Of Follow-Up Questions: How Advisors Can Build Rapport With Prospects And Clients
- “Why Now?”: One Question Financial Advisors Should Ask To Convert Prospects Into Clients
- Questions, Not Answers: Conversations For Advisors To Navigate Clients’ Anxiety Around Change
- Questions Advisors Can Ask To Help Clients Take Action By Exploring Their Money Memories
- Asking ‘Have You Worked With An Advisor Before?’ To Uncover What Prospects Really Value Most