What if the secret to building stronger client relationships isn’t having all the answers, but asking the right questions?
In this episode, we dive into the role of curiosity in financial advising and explore why it’s not just about numbers—it’s about uncovering values, motivations, and emotions that truly drive decision-making.
You’ll discover 27 powerful questions that can spark deeper conversations, help clients take meaningful action, and show your value as an advisor beyond dollars and cents.
We’ll break these questions into three approachable categories, share when and how to use them, and explain why silence after asking a question can be your greatest tool.
Kristin shares:
- Why curiosity is essential in financial advising.
- How asking deeper questions builds stronger relationships.
- 27 powerful questions to use with clients and prospects.
- The three categories of impactful questions.
- How to uncover client values beyond goals and numbers.
- The role of silence in building trust after a question.
- How to inspire clients to take action.
- How to connect curiosity to financial planning outcomes.
Resources:
- 27 Powerful Questions PDF
- Tiny Habits by BJ Fogg
- Atomic Habits by James Clear
- Busting the Work-Life Balance Myth: Finding Fulfillment Beyond Professional Success
- The Art of Clarity, Confidence, and Fulfillment
Connect with Kristin Harad:
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