How I Ensure That Clients Understand Their Finances MDRT podcast

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How I ensure that clients understand their finances

8M ago 12:57

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Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side. You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:22 – Presenting an amount of information that won’t overwhelm clients 3:12 – Maintaining clarity by giving clients three types of advice 6:36 – Creating trust to drive understanding when it feels like clients aren’t listening 8:20 – Recognizing when something is missing from the client’s ability to move forward 10:19 – Making sure to give clients ownership over their decisions Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

153 episode

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

Artwork

How I ensure that clients understand their finances

22 subscribers

published 8M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh MDRT Podcast. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh MDRT Podcast atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side. You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:22 – Presenting an amount of information that won’t overwhelm clients 3:12 – Maintaining clarity by giving clients three types of advice 6:36 – Creating trust to drive understanding when it feels like clients aren’t listening 8:20 – Recognizing when something is missing from the client’s ability to move forward 10:19 – Making sure to give clients ownership over their decisions Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

153 episode

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

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