Latest / Podcasting for Financial Professionals
Creating a Safe Haven for Your Followers’ Money Conversations & Feelings | Linzy Bonham | Ep 66
Your financial service business’ success hinges on understanding and addressing clients' emotional needs, hosting a safe space for them to express their hopes and fears, and, of course, helping them implement the financial strategies that will best move them toward their goals.
But the topic of money itself is a guarded subject and there’s often reluctance to discuss one’s personal finances with others. So, how do you create a ‘safe space’ for them, build trust so they’ll take advantage of the help available, and then guide them toward the best products, strategies, and financial decisions…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.