Live Webinar Ended
Continuing Education
17 Follow-Up
Questions to Enrich Client Conversations - featuring Meghaan Lurtz
Wednesday, May 29, 2024 @ 2:00 PM ET
PRESENTED BY
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ABOUT THIS WEBINAR
One surefire way to build rapport and trust is by asking follow-up questions. In this webinar, advisors will learn why follow-up questions are so powerful for trust and connection. They will also learn how to use follow-up questions to strategically build rapport and trust in the early stages of a new financial planning engagement. Join Dr. Meghaan Lurtz and Andrew Ladwig from Wealthbox for a webinar on enriching client conversations with key follow-up questions.
This webinar will cover
- 1 Identifying what is going on in the brain when we ask follow-up questions.
- 2 How to define the “true” follow-up question.
- 3 The connection between asking true follow-up questions and active listening.
- 4 How to identify the different types of follow-up questions based on the financial planning meeting.
*This webinar is eligible for 1 CFP® CE credit. Attendance at the live event is required.
