Client Communication Tips from Matt Abrahams
Episode description
Communication is critical to connecting and building trust with clients. If you can’t communicate with clients effectively, your business will suffer. Join host Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and communication educator and author, Matt Abrahams, to discuss the impact of effective communication. Just like the Bucket Plan® process helps simplify financial planning for your clients, Matt’s pointers can help you further translate complex financial concepts to clients effectively. Tune in to enhance your communication skills and make lasting client connections using the "What, So What, Now What" communication structure, and more!
Resources
· Think Faster Talk Smarter: How to Speak Successfully When You’re Put on the Spot (2023) Book