Powerful Questions For Advisors

This book provides a framework to design meeting agendas for firstly, engaging the client in your services and secondly, in facilitating the client through a discussion on their Financial DNA Profiles and planning needs. Specific questions have been provided in this book to address key behavioral themes. By addressing these core areas with powerful questions you will have a richer and more passionate discussion, and make the client feel more understood. Hopefully, one of these questions may even trigger an “aha moment” which becomes life changing for the client and you will be remembered forever. It is not compulsory to use the Financial DNA profiles with clients, however advisors are encouraged to participate in our training programs. This will help you learn how to interpret the profiles and improve your facilitation skills. To receive more information about our training programs please contact us at <a href="mailto:[email protected]>[email protected]</a>."></a>