What to do when it’s clear the client-advisor relationship is not a match
At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.
Finding and fostering relationships with centers of influence
With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.
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.
Establishing the rules of engagement with your prospect
How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next.
Members only
Renee Hanson, CFP, CDFA
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.
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.
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.
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.
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.
