One theme I keep hearing from leaders in the wealth management industry is that financial advisors need to become more interested in the lives of their clients. Ask probing questions about a client's values. Dig deeper into your client's family relationships. These things are great but many advisors are not sure how to proceed.
According to Matt Spielman, Founder and Head Coach at Inflection Point Partners the secret likely lies in adding coaching principles to your approach. As you'll hear Matt relate on this episode of The Modern Financial Advisor Podcast, a simple shift in understanding who sets the goals in the relationship can have a huge impact.