101 MORE Questions to Better Connect with Clients


If you want to improve your connections with wealthier prospects and clients, you should read the second book in the series, “101 More Questions.” The key to large cases is to demonstrate you understand the client’s needs and to earn their trust. This will take time, but it doesn’t have to take forever.

These questions will help you smoothly and unobtrusively initiate discussions about legacy-building, business succession, and estate planning. These conversations will help you connect faster and more deeply with people you meet. This is an important precursor to providing thoughtful and creative solutions for the more affluent market.