Unique insights about what makes clients open up or shut down

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA

Episode breakdown:

0:31—Starting a podcast as a way of sharing memorable client stories
2:24—Discovering people’s universal interest in talking about problems and successes
5:54—Identifying an opportunity to help women in transition
9:10—Learning how to communicate with clients during an awkward moment
10:49—Seeing the benefits of vulnerability during conversations

in MDRT PodcastDec 1, 2023

Unique insights about what makes clients open up or shut down

Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward.

Fact-finding

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Unique insights about what makes clients open up or shut down

Author(s):

MDRT Podcast

Featured in this audio

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA