Ask Like you Mean It: 25 Questions that Spark Client Connection

Every financial plan starts with a question. But the right question can do much more than collect data. It can reveal what truly matters, unlock clarity, and move clients from hesitation to action.

Every financial plan starts with a question. But the right question can do much more than collect data. It can reveal what truly matters, unlock clarity, and move clients from hesitation to action.

In this thought-provoking keynote, you’ll explore how powerful question design transforms the entire planning relationship. From discovery to implementation to ongoing reviews, your ability to ask intentional, well-timed questions can deepen trust, keep relationships fresh, and elevate the client experience far beyond the technical plan.

Learning Objectives:

• Match specific types of questions to the seven steps of financial planning and understand the strategy behind each
• Sustain engagement long after onboarding by continuing to ask meaningful, forward-moving questions
• Identify common question-asking traps and avoid the missteps that stall progress