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Rapport is all about making others feel comfortable and accepted. Build on your natural skills with these seven ways for making the connection.
These days potential clients may need a little more time to get to know you before committing to your investment process. One advisor's background in counseling gives him a host of relationship-building skills that you can apply to building trust in your own first meetings.
You can help your clients make better financial planning decisions if you have a better understanding of what drives them. A recent survey by Goldman Sachs put some light on investors’ behaviors, providing clues you may use to help clients juggle their financial priorities.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024