Even in this digital age, study after study shows there’s no replacement for face-to-face interaction with your clients. But client meetings can be a colossal drain of your time — and your client’s ...

When a new client expresses an ambition to transition from middle management to a coveted C-suite role, it’s essential for a coach to gain a comprehensive understanding of their aspirations, strengths ...

That’s the number one question Dr. Carolyn McClanahan, an M.D. and CFP, is interested in hearing a client answer, as the response will help her chart a financial plan that increases the client’s ...

Starting a coaching engagement with a new client can be both exciting and challenging. As a coach, it is important for you to establish a productive conversation and build a strong relationship with ...

Asking good questions is an essential skill to building trust with the people you serve and advise. Here are seven questions I’ve found, through hundreds of conversations, to be especially useful at ...

Over the last 20 years of speaking to clients, I’ve developed a list of questions that have been instrumental in fostering better long-term relationships. There are many questions you can ask, but ...

This article was promised to those who attended the FP Canada 2025 virtual conference, where I talked about how planners and advisors will want to rethink their approach when servicing the next ...