Giving advice too soon—even when asked—can trigger resistance. This article explores how to support client autonomy for better outcomes.
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Good Listening is Curiosity Plus Restraint
Good listening balances curiosity and restraint—seeking to understand before offering solutions clients may not be ready for.
Resist the Urge to “Fix” Things
You don’t have to fix it. Listening with empathy builds connection and trust—and helps others find their own next step.
Resist the Righting Reflex
Offering advice too early can backfire. Resist the righting reflex and meet clients where they are—before guiding them forward.
Summarizing: Helping Others Feel Understood
Want to help loved ones feel truly heard? Try summarizing what they say. It builds clarity, connection, and trust.
Helping Others Feel Understood
Want to be a better listener? Reflective listening helps others feel heard—and helps you truly understand what they mean.
Summaries: Helping Clients Hear Themselves
Summarizing client conversations is a powerful way to show empathy, reinforce key insights, and help clients feel seen, heard, and motivated. Learn how to use summaries to build trust and clarity in your financial life planning conversations.
Helping Clients Find Clarity With Reflections
Use reflections to help clients clarify what they mean, feel understood, and move closer to what truly matters.
Helping Others Feel Motivated
Listening is powerful, but affirming strengths fuels growth. Help loved ones feel heard and motivated by recognizing what they do well.
Strengthening Client Motivation With Affirmations
Affirmations are a powerful yet often overlooked tool in client conversations. By highlighting strengths and progress, you help clients stay motivated and take meaningful action.