Most clients want to feel heard and understood.
They’re human after all. One of the best ways to make this happen is with meaningful conversations. Valuable, yes, easy no.
Over the past months I’ve been honoured to partner with the super smart Julie Littlechild, Founder of Absolute Engagement (based in Canada), on a new initiative to help Advisers hone their conversation skills and dive deeper with their clients.
In Julie’s latest blog post, she shared our discussion around the insightful results we’ve seen so far as advisers take their conversations to another level. You can tune in here. It’s well worth it.