Knowing some family history can give you exceptionally helpful insights into your clients’ attitudes, behaviors, and desires. Easily open the door to the conversation with this simple phrase.
- When explaining who you help, simply add the words “and their families.”
- Mentioning families opens the door to asking people important questions about their history and understanding how that impacts their attitudes and behaviors related to money.
- Bring stories of your own family experiences to conversations with prospective and new clients to give them more insights into what’s important to you and connect with them more quickly.