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1 - 10of 912

Results: 912

Renee Hanson, CFP, CDFA

Nov 16, 2018

Client connections: A deeper dive

Hanson shares how to make client connections without expectations.

Renee Hanson, CFP, CDFA

Nov 15, 2018

Client connections

Hanson shares how to make client connections without expectations.
Caring for clients who’ve experienced a lifequake

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

Feb 1, 2023

Caring for clients who’ve experienced a lifequake

What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise.

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

Dec 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.
How to monitor and adjust existing relationships with centers of influence

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

Oct 3, 2022

How to monitor and adjust existing relationships with centers of influence

What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episode, MDRT members share how they check in on their interactions with COIs to ensure the dynamic remains beneficial.

Renee Hanson, CFP, CDFA

Jun 3, 20194 min

Growing a niche market: Female clients in life transitions

Like many people, your clients may be going through transitions and seeking advice. Learn how Top of the Table qualifier Renee Hanson, CFP, CDFA, works with clients going through transitions -- such as divorce, loss of spouse or job transition -- and how she works with centers of influence to find clients in her niche.

Renee Hanson, CFP, CDFA

Mar 15, 20195 min

Help your client negotiate a better job offer

Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.

Renee Hanson, CFP, CDFA

Aug 29, 20194 min

Help women negotiate in divorce

Divorces can be fraught with emotions. Top of the Table qualifier Renee Hanson talks about how she helps female clients successfully and logically negotiate this transition.

Renee Hanson, CFP, CDFA

Feb 7, 20197 min

Empower women after a spouse dies

What’s the best way to work with widows? Find out what Top of the Table qualifier Renee Hanson does in her practice to manage her clients' emotions and fears and to move them toward empowerment.

Renee Hanson, CFP, CDFA

Dec 19, 20185 min

Why female clients think you’re not listening

These easy communication techniques help female clients feel heard. Learn what they are from Top of the Table qualifier Renee Hanson.