Great client relationships aren’t built in performance reviews or quarterly reports.
They’re built through small, personal, trust-deepening conversations over time.
The problem?
Many wealth managers rely on clients to initiate those moments — or they recycle the same surface-level questions that rarely lead anywhere meaningful.
That’s a mistake.
The best advisors are intentional.
They show up with thoughtful prompts that open doors, spark reflection, and build connection — all without veering off into “therapy mode” or trying to sell.
This kit gives you 10 of those prompts that you can use across your client base.
They’ll help you spark better conversations, uncover what really matters to your clients, and position you as someone worth talking about.
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Schedule a conversation to explore the system built to drive referrals.
