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Don't Miss Your Client's Emotional Threads [172]
Manage episode 427149409 series 3558245
内容由Elements Technology, Inc. and Reese Harper提供。所有播客内容（包括剧集、图形和播客描述）均由 Elements Technology, Inc. and Reese Harper 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an opportunity to change a client’s life.
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