Don't Miss Your Client's Emotional Threads [172]
Manage episode 427149409 series 3558245
Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an opportunity to change a client’s life.
203 episodes