4 min listen
Unique ways I identify financial solutions for my niche – and how that can help other advisors
FromMDRT Podcast
Unique ways I identify financial solutions for my niche – and how that can help other advisors
FromMDRT Podcast
ratings:
Length:
14 minutes
Released:
Jul 1, 2024
Format:
Podcast episode
Description
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jul 1, 2024
Format:
Podcast episode
Titles in the series (100)
Live from the Annual Meeting: Sharing ideas: At all times, MDRT members can find another membe… by MDRT Podcast