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

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

FromThe Human Side of Money


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

FromThe Human Side of Money

ratings:
Length:
81 minutes
Released:
May 11, 2022
Format:
Podcast episode

Description

*This is Part II of the conversation. It's a continuation of the previous episode (Episode 49). I highly recommend listening to Part I before diving into this one!* For financial advisors and planners to do their job at the highest level requires the ability to do two things: Uncover someone's personal, intimate financial details 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: The secrets to asking great questions that get great responses Two types of questions designed to instill and build trust Two types of questions designed to elicit information by getting the person to open up Meghaan's favorite question that she calls the "Swiss Army Knife" The big mistake almost everybody makes when asking follow-up questions And way more! *For more resources discussed in this episode, check out www.wiredplanning.com/episode50 *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.
Released:
May 11, 2022
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!