Feb 28 2021 / MDRT Podcast
LISTEN 00:08:18
Is it necessary to scare clients about income replacement?
By Everett Revere Foxx, Steven Genoff, CFP, Brandon Green, ChFC, CLU, Dana Mitchell, CFP, CLU
Topics Covered
Everett Revere Foxx
Steven Genoff, CFP
Brandon Green, ChFC, CLU
Dana Mitchell, CLU, CFP
Episode breakdown:
0:33 – Opening the conversation and learning about others they know who have been affected
1:25 – Establishing the implications of not creating this coverage
2:23 – Recognizing the responsibility of the advisor to be bold and ask thought-provoking questions
3:02 – An approach to questioning that is too soft
3:52 – An approach to questioning that is too harsh
5:32 – How to ask follow-up questions when you want to know more
7:24 – Why you want the client to see you as a teammate, not an opponent
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