Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate with clients.

You’ll hear from:

Daniel Evan Jossen, CFP
Keunhwa Lori Moon
David John Munson Jr.

Episode breakdown:

0:35 – Training before the game
1:22 – Establishing the rehearsal process
2:21 – “Watching the game tape”
3:15 – When a presentation goes too fast
4:34 – Identifying flaws in your performance
5:25 – Exchanging words for value
6:01 – Feeling surprised when clients don’t understand
7:40 – Being a financial therapist

Listen to the new monthly series, MDRT Presents: @mdrtpresents