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The Stephen and Kevin Show

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.

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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