Live Webinar - Thursday, June 5 from 2:00 - 3:00 p.m. ET
The Art of Asking Questions (1 CFP® CE Credit)
Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when? This webinar will guide financial professionals through a three-part journey:
- Laying a strong foundational mindset for inquiry
- Learning how to tailor your questions to meet clients where they are
- Putting your questioning skills into real-world practice
Whether you’re new to financial conversations or looking to sharpen your skills, you’ll walk away with a practical framework and new strategies to build trust, uncover needs, and empower your clients.
Speakers
Joe Buhrmann, MBA, CFP®, CLU®, ChFC®
Advisory Financial Planning Practice Management Consultant
eMoney
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when? This webinar will guide financial professionals through a three-part journey:
- Laying a strong foundational mindset for inquiry
- Learning how to tailor your questions to meet clients where they are
- Putting your questioning skills into real-world practice
Whether you’re new to financial conversations or looking to sharpen your skills, you’ll walk away with a practical framework and new strategies to build trust, uncover needs, and empower your clients.
