Improving the questions we ask clients

Join Jackie Lockie to discover how to ask clients better questions that help us better understand their financial motivations.

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Jackie Lockie takes us deeper into human biases in Financial Planning.

• Further understanding (following on from our February session) how clients make financial decisions
• Evaluating the range, type, and structure of good-quality questions
• Exploring specific questions you should ask clients to develop a deeper understanding of their situation
• Applying clients’ responses and incorporating the impact of these questions when creating comprehensive financial plans

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