Artwork

Konten disediakan oleh Carson Coaching. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carson Coaching atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Player FM - Aplikasi Podcast
Offline dengan aplikasi Player FM !

Greg Opitz: Client Communication Strategies for Election Years

32:59
 
Bagikan
 

Manage episode 432668008 series 3398194
Konten disediakan oleh Carson Coaching. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carson Coaching atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm.

Opinions and emotions go hand in hand and can often create biases when discussing financial plans with a client.

This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes back Greg Opitz, Executive Business Coach at Carson Coaching, to discuss client communication strategies during times of change. They unpack the importance of truly knowing who your clients are when discussing changes in the political and economic landscape. Avoiding jokes or comments about current events could be the difference between maintaining or losing a client.

Sharing loads of quotable advice and gold nuggets of wisdom, Greg continues to emphasize that sticking to your process is key and keeping track of milestones in your clients’ financial plans is a crucial factor in communicating their achievements to them in times when they feel that they aren’t doing as well as they should.

Greg discusses:

  • Really getting to know who your clients are in order to avoid unintentional offense when discussing polarizing topics
  • Understanding your own biases and beliefs and recognizing how they can affect your judgment and decision making
  • The most important “P Words”: planning, process, and people
  • Staying true to your processes, even when it feels as though turbulent and uncertain changes are coming
  • Keeping track of milestones in a financial plan in order to reassure clients that they are doing well when they feels as though they are not
  • And more

Connect with Ana Trujillo Limón:

Connect with Greg Opitz:

About Our Guest:

Greg Opitz is the Executive Business Consultant at Carson coaching. Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

259 episode

Artwork
iconBagikan
 
Manage episode 432668008 series 3398194
Konten disediakan oleh Carson Coaching. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Carson Coaching atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Data shows that regardless of who is currently in office, the ebb and flow of the markets and economy continues to move to its own rhythm.

Opinions and emotions go hand in hand and can often create biases when discussing financial plans with a client.

This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes back Greg Opitz, Executive Business Coach at Carson Coaching, to discuss client communication strategies during times of change. They unpack the importance of truly knowing who your clients are when discussing changes in the political and economic landscape. Avoiding jokes or comments about current events could be the difference between maintaining or losing a client.

Sharing loads of quotable advice and gold nuggets of wisdom, Greg continues to emphasize that sticking to your process is key and keeping track of milestones in your clients’ financial plans is a crucial factor in communicating their achievements to them in times when they feel that they aren’t doing as well as they should.

Greg discusses:

  • Really getting to know who your clients are in order to avoid unintentional offense when discussing polarizing topics
  • Understanding your own biases and beliefs and recognizing how they can affect your judgment and decision making
  • The most important “P Words”: planning, process, and people
  • Staying true to your processes, even when it feels as though turbulent and uncertain changes are coming
  • Keeping track of milestones in a financial plan in order to reassure clients that they are doing well when they feels as though they are not
  • And more

Connect with Ana Trujillo Limón:

Connect with Greg Opitz:

About Our Guest:

Greg Opitz is the Executive Business Consultant at Carson coaching. Greg has been working with financial planners for his entire professional career. Before joining Carson Coaching in May 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards. For the four years prior to his experience at the CFP Board, Greg was the Director, Student Service Center at the College for Financial Planning. He likes to joke with members, “I spent four years educating advisors, then seven years certifying them, and now consulting with them to enhance their practice and their lives.”

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

  continue reading

259 episode

Semua episode

×
 
Loading …

Selamat datang di Player FM!

Player FM memindai web untuk mencari podcast berkualitas tinggi untuk Anda nikmati saat ini. Ini adalah aplikasi podcast terbaik dan bekerja untuk Android, iPhone, dan web. Daftar untuk menyinkronkan langganan di seluruh perangkat.

 

Panduan Referensi Cepat