The Art and Science of Client Conversations: Enhancing Emotional Engagement in Financial Planning

Written By George Thompson

In this video, Paul from Plateau Coaching highlights the importance of effective communication in financial planning.

He argues that success hinges on creating personal connections rather than just technical expertise.

By focusing on emotional engagement and compelling meeting environments, Paul believes advisors can transform client conversations into their most valuable asset.

Check out his video below.

George Thompson
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