Enhancing Your Ability to Identify Client Values
One’s personal values provide the foundation for decision-making and behavior. Identifying clients’ values enables financial advisors to both understand their clients’ motivations and facilitate effective communication, and is essential for fostering genuine connections, both personal and professional. These can establish a shared sense of purpose, allowing for increased motivation and engagement, better collaboration, and a deeper sense of satisfaction.
Despite these many benefits for both client and advisor alike, many advisors find the skill of identifying values that may be hidden in a client’s answers difficult to grasp.
Join MQ President Amy Mullen, CFP®, as she explains how the MQ Tools and Resources can provide opportunities to discover your clients’ true personal values and how you can use this information to enhance the relationships that you strive to build with them. She will also share some other communication tips and techniques that will encourage clients to think more deeply and collaborate with you to identify goals.
Registration Fee
This webinar is free and open to MQ Partners only.