13th April 2022

Financial Planning Power Questions cards

Special announcement: The Financial Planning Power Questions card deck

The exciting new resource for financial planners and advisers from clientcentredadvisers.com

Are you a financial planner or adviser and want to…?

*Run magical client meetings

*Deliver massive value to your clients

*Confidently open up new opportunities 

Well, now you can!

These cards are a fantastic resource for tuning up your conversations, creating value for clients, and bringing you more opportunities.  

Having spent many thousands of hours in client conversations and learning from some of the world's best trainers and coaches, I wanted to share some of the best of what I have learned. 

The result is this unique card deck.

It contains 52 cards, 52 questions, 4 categories, and unlimited ways you can create more value for your clients.

There is a FREE downloadable user guide included when you purchase your deck. 

Please do not miss out - it has taken far longer to produce these cards than I anticipated (partly due to global supply chain problems in the print industry).

There are only a limited amount of decks available. 

To find out more and get your deck click here.

Business Development, John Dashfield, Dashfield Coaching & Development Ltd

Registration

Free Registration and CPD

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness


If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money


Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room


One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article