EP 023: Using The Right Questions To Bring Value And Get AUM with Karen Roberts

If you want to know how to build lasting, valuable relationships with your clients, then Karen Roberts has your answer: ask the right questions! Karen, ChFC, CDFA, is a Wealth Planning Specialist and owner of Emerald Financial Group, and her book 20 Questions: What You Don’t Know Matters will definitely guide you and your clients to the right answers. In every aspect of her business, she boldly strives to empower women. With 24 years of experience in the financial industry, Karen can help you get more value and fulfillment from your business. In our conversation, we discuss: The questions you should be asking clients What it means to be REMARKABLE How to conquer imposter syndrome Did you like the episode? Find us both on social media! Connect with Karen Roberts Website:  https://www.emerald-financialgroup.com  Book: https://www.amazon.com/20-Questions-What-Dont-Matters/dp/1952884365  LinkedIn: https://www.linkedin.com/in/karen-roberts-chfc-cdfa-a91629b  Connect with Robyn Crane Website:  https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en  Learn more about your ad choices. Visit megaphone.fm/adchoices