77: Best Questions For Each Step Of The Client Journey - podcast episode cover

77: Best Questions For Each Step Of The Client Journey

Mar 22, 202337 min
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Episode description

Every advisor always wants to know what questions to ask. But, more important than WHAT you ask is WHEN you ask it. A great question asked at the wrong time is no longer a great question. In this episode, we'll go through six different steps of the client journey and arm you with three questions to use at each stage: Intro Call Discovery Meeting Onboarding Implementation/Recommendations Review Meetings Every Conversation To sign up for Brendan’s monthly newsletter focused on the human side of advice → Click Here Resources: The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier X:@jbrendanfrazier
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77: Best Questions For Each Step Of The Client Journey | The Human Side of Money podcast - Listen or read transcript on Metacast