How I Ensure That Clients Understand Their Finances MDRT podcast

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How I ensure that clients understand their finances

9M ago 12:57

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内容由MDRT Podcast提供。所有播客内容（包括剧集、图形和播客描述）均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

154集单集

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

Artwork

How I ensure that clients understand their finances

22 subscribers

published 9M ago

分享

MP3•单集首页

内容由MDRT Podcast提供。所有播客内容（包括剧集、图形和播客描述）均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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

154集单集

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

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