Feb 01 2024 / MDRT Podcast
How I ensure that clients understand their finances
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.
Topics Covered
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
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
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