Help Ensure Mutual Comprehension
There are many reasons why clients may not follow excellent advice. One of the most common reasons is that they did not fully understand what was said to them by their advisor.
In order to avoid this problem, add the following questions to each of your client meetings:
- Is there anything we haven’t had a chance to talk about today that you really wanted us to discuss? Do you feel that I have a good understanding of the situation?
- Do you have any more questions for me?
- Can you tell me in your own words what we agreed would be the next step, and why?
- Is there anything that is leaving you unsettled or unsure?
Dr. Moira Somers, Ph.D., C. Psych. is a Sudden Money® Institute Faculty Member and financial psychologist.