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Copyright 2025 Million Dollar Round Table®

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Bryson Milley, CFP, CIM
Bryson Milley, CFP, CIM
in Annual MeetingSep 25, 2017

Are you asking clients the right questions?

We all know money is an objective object that creates a subjective response. Many advisors do not understand this issue, and thus, find themselves wondering why a client will not proceed. Advisors need to ask the right questions, to get the right information, to know what details are hot buttons to cause the client to react positively. Milley discusses what these questions are, and what advisors need to be listening for in the answers.
Communication techniques
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Author(s):

Bryson Milley, CFP, CIM

Bryson Milley, CFP, CIM

MDRT Member: 22 years

Canada