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eBook

Candid Conversations: Mastering the Art of Asking Questions

A Guide for Personalizing Your Financial Planning Conversations

Today’s clients demand personalized financial planning. Those who report receiving it are more motivated and more willing to share personal information with their advisors.1

Asking the right questions is key to building trust and creating the personalized experience your clients want. While this skill may not come naturally to everyone, the good news is that it can be learned. We’ve created Candid Conversations: Mastering the Art of Asking Questions to help you hone your questioning technique.

Candid Conversations: Mastering the Art of Asking Questions eBook

Spark Deep Conversations with Your Clients

In this eBook you’ll find a playbook with demonstrated examples tailored to specific scenarios throughout the planning lifecycle, including:

  • A look at the fundamentals of asking good questions
  • A guide for asking questions that get to the heart of a client’s money story
  • A list of questions to help navigate client emotions
  • A section with topic-specific planning questions related to retirement, estate planning, taxes, and insurance

Download our eBook to explore new ways to connect with your clients and give them the individualized attention they crave.

1eMoney Beyond the Plan Research Study, June 2023, n=1,507

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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