The Top Three Questions for Each Step of the Client Journey

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Asking great questions is a superpower.

Skeptical? That’s totally understandable.

So, I’ll ask you this:

Name a skill or technique that:

1. Increases likeability;

2. Builds instant trust; and

3. Yields personal, sensitive information about someone.

Those three things are crucial for anyone who works with human beings and their money.

In fact, a financial advisor without the ability to do any of these three things would be like a basketball player that can’t pass, shoot, or dribble.

And that’s why asking questions is a superpower.

Asking questions is a proven, tested technique to increase likability, build trust and uncover personal, sensitive but valuable information.

Once you embrace the superpower of asking questions, the next step is this: