As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating client relationships, powerful questions can deepen the bond. 5 read more…
Tag: Client Gifts
Holiday gifts for the client who has everything
Every year, as the holidays approach, we rack our brains to think of appreciative gift ideas for the client who has everything. What would be appropriate, unique, special? Quite frankly, many clients are at the point in their lives when they say “things” don’t really add much to the fulfillment of their lives. Much read more…