Uncovering Hidden Motivators

Even the most sound financial advice can hit a standstill when a client’s underlying motivations remain unspoken. This workshop equips you with a tactical framework to identify when an unexpressed need is driving a financial decision and provides questioning strategies needed to bring those motivations to light. Through real-world modeling and active listening practice, you will learn how to shift the conversation from a focus on the “what” to a focus on the person, fostering a true partnership that empowers clients to reach their goals with clarity and confidence.