Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when? This webinar will guide financial professionals through a three-part journey:
Laying a strong foundational mindset for inquiry
Learning how to tailor your questions to meet clients where they are
Putting your questioning skills into real-world practice
Whether you're new to financial conversations or looking to sharpen your skills, you'll walk away with a practical framework and new strategies to build trust, uncover needs, and empower your clients.
SPEAKERS
Joe Buhrmann
MBA, CFP®, CLU®, ChFC®, Advisory Financial Planning Practice Management Consultant
