What You'll Learn In Today's Episode:

  • Building trust with clients is crucial in the financial planning process.
  • Self-reflection is important for personal and professional growth as a financial planner.
  • Asking powerful questions can lead to deeper client relationships.
  • Ending client meetings with an empathetic question can improve the client experience and build trust.

In this episode, David Gow, a financial planner from Scotland, joins Matthew Jarvis to share his client meeting process. Matt and David discuss the similarities in financial planning processes across different countries and the importance of building trust with clients. David shares his experience of self-reflection and how it led to a deeper understanding of his clients’ needs and highlights the value of asking powerful questions and ending client meetings with an empathetic question.

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