Communicating with almost-retirees when the market tumbles
How can you show pre-retiree clients that you have helped them prepare for the current climate? What analogies will help clarify your point and put people at ease? In this episode, MDRT members share how they are talking with clients to make sure they see that a falling market doesn\u2019t mean they are in trouble.\n\nYou\u2019ll hear from:\nDavid Eric Appel, ChFC, CLU\nH. Richard Dobson Jr.\nJulianne Hertel, CLTC\n\nEpisode breakdown:\n0:31 \u2013 Reiterating to clients that you have been planning for this\n2:58 \u2013 An opportunity to zero in on clients\u2019 asset mix\n3:36 \u2013 Why you should be wary about the law of averages\n5:41 \u2013 An example from what my mother wonders about the market\n7:37 \u2013 The importance of reviewing what clients have and why\n\nFind more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/\n\nListen to the monthly series, MDRT Presents: @mdrtpresents