I’ve been working as a financial planner for a while now, and lately, I’ve been curious about how the skills from dating could translate into building better client relationships. Think about it both involve trust, active listening, and understanding someone’s long-term goals.
For example, in dating, you learn to ask the right questions to really get to know someone. Could that same approach help clients feel more comfortable opening up about their financial fears or aspirations? Or what about the way dating teaches you to read subtle cues could that improve how I tailor advice to their unique needs?
I’d love to hear from anyone who’s tried blending these worlds. What worked? What didn’t? Maybe there’s something here worth exploring!