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Скачать или смотреть Asking Questions that Matter

  • Matt Reiner - And The FutureProof Advisor
  • 2025-07-29
  • 15
Asking Questions that Matter
Matt ReinerFinancial AdvisorFinancial AdvisorsAI for RIAsWealth Management AIFintech LeadershipAdvisor TechnologyScaling Advisory FirmsClient Experience in Wealth ManagementFinancial Advisor ToolsAI Chatbots for FinanceAI for Financial AdvisorsFintech for Advisors
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Описание к видео Asking Questions that Matter

Great conversations don’t start with answers—they start with better questions.

In this episode of The FutureProof Advisor, Matt Reiner explores why curiosity—not just expertise—is the key to building deeper client relationships. With AI and technology delivering instant answers, the true skill advisors need today is the ability to ask meaningful, emotion-driven questions.

Matt shares practical ways to go beyond surface-level conversations, helping you strengthen trust, uncover intentions, and connect more authentically.

🔑 Episode Highlights
From Facts to Feelings
Why shifting your questions opens the door to more human, trust-filled conversations.

Conversation Techniques That Work
Learn to use silence, seek permission, and clarify instead of assume.

Why Curiosity Is Your Competitive Edge
In a world full of answers, the best advisors are the ones asking better questions.

Connection Over Information
How to move from transactional dialogue to authentic, relationship-driven communication.

🎯 Want to elevate your communication? It starts by asking why—not just what.

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Matt Reiner is a CFA®, CFP®, fintech entrepreneur, and industry thought leader dedicated to helping financial advisors scale their firms, elevate the client experience, and lead with clarity. As a Partner at Capital Investment Advisors, Matt blends real-world advisory experience with innovative thinking to shape the future of wealth management. He also hosts The Future Proof Advisor podcast, where he explores what’s next for the industry through conversations with top voices in fintech and finance.

🎙 Listen to the podcast: https://www.mattreiner.com/podcast
🔗 Connect with Matt on LinkedIn: linkedin.com/in/mattreineratl

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