Live From Philly: Upping Your Question Game — 25 Questions for Better Client Connections

Join us on August 13th at 11:00 a.m. ET as we welcome special guest Meghaan Lurtz, Ph.D., FBS™, partner at Shaping Wealth and a leading global expert on the psychology of financial planning. During this live webcast, Meghaan will examine the impact of different styles of questions on the brain and will provide a masterclass on asking great questions. You’ll walk away with a better understanding of how to ask questions that motivate clients to take action, as well as questions that deepen the advisor-client relationship.

Approved for one hour of CFP CE credit.