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Asking Better Questions | Incorporating Fundamentals of Financial Therapy

March 2019  |  59 minutes

Managing client expectations continues to be the most challenging aspect of financial services. Everyone has unconscious biases, whether we want to admit it or not. Recognizing these fundamental tendencies makes client relationship-building faster and easier. Watch the replay to learn how asking the right questions can be a meaningful part of growing your business. We’ll discuss:

  1. The most common biases and tendencies your clients have on financial decisions
  2. Different ways to ask questions and conversation styles that lead to meaningful information
  3. How to apply Financial Therapy principles to enhance client expectations and your overall relationship
Mike McGlothlin
About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.

Featured Speaker

Joshua Harris, MBA, CFP® is a member of the National and South Carolina chapters of the Financial Planning Association, National Association of Personal Financial Advisors, Financial Therapy Association and Association for Financial Counseling and Planning Education.