11/06/2025
đź’° The most powerful question you can ask a client:
“What’s important to you about your money?”
That one question turns a transaction into a values-based conversation.
Because if you can’t dig deeper into their “what” and “how,” you’re not planning — you’re just selling.
Advisers, investors, mortgage pros: don’t chase clients who don’t know or won’t share. Build with the ones who do.