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Great financial planning starts with trust. Learn how to build confidence and earn trust with clients hesitant to open up. Discover why patience and genuine relationships lead to better results and long-term success.

While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result.

In this video, discover the two engagement principles that transformed an MDRT member from a struggling financial advisor to a Top of the Table member.

Engage the quiet spouse, tea referrals and other suggestions to break through.

Planning is math, not politics and work less, earn more.

When spreadsheets are replaced with vision boards and budgeting becomes a friendly competition, planning for finances takes on a whole new energy. Zann Lim shows how she makes planning for her clients' finances feel personal and engaging to get them invested in their own financial journeys. 

Advice for using AI, connecting with different personalities and showing off your ethical compass.

Suzue leverages his insight into personality types to build a practice with purpose.

Learn notetaking solutions for advisors and communicate in a way that works for them.