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Learning Outcomes :

By the end of this video session, learners will be able to:

  1. Understand the purpose and structure of powerful questions in uncovering clients’ true needs, motivations, and concerns.
  2. Formulate open-ended and high-impact questions that encourage deeper reflection and meaningful client conversations.
  3. Apply powerful questioning techniques to guide clients from surface-level answers to core financial priorities.
  4. Use powerful questions to strengthen trust and engagement, positioning themselves as a consultative and trusted advisor.