A conversation guide for financial advisors
The 5 Questions That Move Your Clients From “That Makes Sense” to “Let’s Do It”
Good advice is only the beginning. This free guide for financial advisors gives you five questions to help clients connect the numbers to what matters, shape the plan with you, and follow through on the next step they name.
Bring them into your next client meeting and turn a polite “sounds great” into a successful, financial plan your client owns.
Free DownloadInstant Digital AccessFor financial advisors
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- Five practical questions for your next client meeting
- The coaching skill behind each question
- What to listen for when clients hesitate or go quiet
- Words to try when the conversation gets stuck
The shift
From a plan that makes sense to a plan your client owns.
When clients feel heard and have a hand in shaping what happens next in their finances, they are more likely to share what matters, name what is getting in the way, and follow through on a plan that fits their real life.
Connect the Plan to What Matters
Help Your Client Picture the Future
Build the Plan With Them (Not for Them)
Make Follow-Through Shared
Where to go from here
A guide can give you the questions. Practice helps you use with confidence.
Connection Catalyst is a live six-week coaching cohort for financial advisors who want to practice these conversations with real client situations and receive feedback along the way.
Explore Connection Catalyst