The Financial Planning Power Question Cards allow you to do exactly that and more… These cards are the product of my 30 plus years experience in the financial services industry and the many thousands of hours I have spent on learning from some of the best, most qualified minds in the business.
These are the questions I use with my own clients to create better outcomes, build inspiring relationships, and to make sure I fulfill their needs and give them outstanding service.
I have refined and filtered this down into 52 Power Questions. Now they can become an essential part of your toolkit and significantly raise your game in your client meetings.