The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Contenido proporcionado por MDRT Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente MDRT Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Unique insights about what makes clients open up or shut down
MP3•Episodio en casa
Manage episode 387000923 series 1030513
Contenido proporcionado por MDRT Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente MDRT Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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. 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 Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
154 episodios
MP3•Episodio en casa
Manage episode 387000923 series 1030513
Contenido proporcionado por MDRT Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente MDRT Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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. 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 Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
154 episodios
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