49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I)

The Human Side of Money

Apr 27 2022 • 58 mins

For financial advisors and planners to do their job at the highest level requires the ability to do two things:
  1. Uncover someone's personal, intimate financial details
  2. Unearth someone's values, emotions, hopes, dreams and fears about their money and their life

Most people don't talk about one of those things with any one else in their life.

And almost NO ONE talks about both with the same person without being under the influence of something!

That's why the best financial advisors and are masters at knowing how to ask the "right" questions that elicit trust and create rapport while uncovering the financial and personal information they need to formulate the best financial planning recommendations.

Dr. Meghaan Lurtz joined the show to explain the keys to unlocking the superpower of questions with prospects and clients.

We discuss:

  • A question to ask prospective clients that reveals exactly what they want from an advisor
  • How questions help clarify your value to prospects and clients
  • Why questions are the most effective way to instill trust
  • All of the under-the-radar benefits of questions in the client relationship

And way more!

*For more resources discussed in this episode, check out www.wiredplanning.com/episode49

*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.