Wealthcasts

Stephen and Kevin Show Episode 69: The Power of Questions with David Patchen

Raymond James’ David Patchen shares his insights into how to ask prospects the right questions.

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For financial advisors, the right questions are everything. They’re essential in helping you understand each prospect’s and client’s thought process. It’s sounds easy, but it’s truly a skill that takes both know-how and deliberate practice. 

In this episode, our special guest David Patchen, SVP of PCG Education & Practice Management for Raymond James, shares his invaluable insights into this art form.

Have a question? Leave a comment and we’ll feature your question on the next episode. You can also use the hashtag #AskStephenandKevin on Twitter, Facebook and LinkedIn.

 

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