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:
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.