Guide
The Art of Asking: A Conversation Guide for Financial Professionals
Spark Deep Conversations with Your Clients
Today’s clients demand personalized financial planning. Those who report receiving it are more motivated and 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.
This guide compiles questions tailored to specific scenarios throughout the planning lifecycle. Its simple navigation lets you make the most of your client conversations—no matter where the responses take you.
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.
