fbpx

Should Your Client Meetings Have an Emotional Basis?

In this video clip, Reese Harper and Chad Jardine explain how, when meeting with a client, putting greater focus on the things that might be causing that client financial stress is how you build closer relationships.

On this episode of Elementality, Reese and Chad discuss why working on functional jobs outside of scheduled meetings allows you to put more focus on what might be causing a client financial anxiety. Advisors tend to manage both functional and emotional jobs during regular meetings. However, when you perform the functional jobs away from client meetings it allows you to enhance client relationships as you look for more emotional connections.

Listen to the full podcast!

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.