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Questions that build trust with clients

Vanessa Narvaez

Feb 10, 20223 min

Questions that build trust with clients

Trust is key to building long-term relationship with clients. MDRT member Vanessa Narvaez shares some of the open-ended questions she uses with clients to learn more about her clients and generate referrals.

Vanessa Narvaez

Jan 11, 20224 min

Helping parents understand children aren’t a retirement plan

In some cultures, there is a long-held belief that retirement planning isn’t needed because adult children can provide for all the care needed for aging parents. In today’s changing society, this can put adult children in an almost impossible position as they face the rising cost of retirement, people living longer and many other factors. Find out how one financial advisor helps her clients find solutions for this.