By Teresa Dougherty When Shakespeare used the phrase, “What’s past is prologue,” he was generally referring to the notion that what has passed may be used as a prelude to the future. Curated content serves a similar purpose. By gathering published digital articles (content), sorting through the best, most relevant pieces (curate) and sharing them through email, online and via website, you can boost your read more…
Tag: Financial Advisor
5 Powerful Questions About Your Clients’ Health
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 client cultivating relationships, powerful questions can deepen the bond. 5 read more…
5 Powerful Questions After Loss of a Loved One
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…
5 Powerful FA Questions for Clients Who Are Ailing
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…
5 Powerful Questions to Get to Know Your Clients
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 relationships, powerful questions can deepen the bond with clients. read more…