A short YouTube clip by Fractional CFO GPT advising financial advisors/CFOs to actively invite client questions. The speaker emphasizes asking specific questions early, acknowledging that clients often avoid asking because they fear appearing ignorant or have experienced condescension, and recommends creating a safe, non-judgmental environment for inquiries.
Don't just ask, do you have questions? Especially early in the relationship, ask specific questions of them. Because until you develop that trust that it's okay to ask dumb questions, they're not. Nope, no questions. They're going to have this assumption that it's a dumb question. And in the past, if they actually got an answer when they asked those questions, it was normally condescending. The sad reality is that people feel talked down to about financial stuff. Sometimes they have been, sometimes it's perception. But you've got to show them it's a safe place to ask those.
