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Understanding the dynamic between client and financial advisor

Dean Gareth Hobbs; Stephen Kagawa, FSS, LUTCF; Joshua Ketchie, CPA, CFP; Michael S. Ross; Ted Rusinoff

Aug 5, 20214 min

Understanding the dynamic between client and financial advisor

Often clients are worried that financial advisors' first priority is to sell. It’s not always easy then when a client asks for one product yet may be served better by another product. Top of the Table members Ted Rusinoff, David Blake, and Mike Ross as well as Court of the Table qualifier Josh Ketchie talk with TOT member Stephen Kagawa about how they work with clients in that situation and how it relates to what’s in Kagawa’s book, “Aloha Financial Advising.” Watch more in this MDRT book club conversation. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/]. See the full book club discussion in Favorite books: A chat with the author [https://rz.mdrt.org/video/favorite-books-a-chat-with-the-author/]. (For MDRT members only)