Unique ways I identify financial solutions for my niche and how that can help other advisors
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.\n\nYou\u2019ll hear from:\nJoseph Tan, ChFC, CLU\nAbigail Venida Yabot\n\nEpisode breakdown:\n\n0:26 \u2013 Demonstrating authenticity with your target market\n2:35 \u2013 Determining the right amount of talking and listening with clients\n4:16 \u2013 Utilizing strong communication to motivate clients to share information\n7:02 \u2013 Offering personal information to connect experience to expertise\n9:08 \u2013 Transitioning from reflections to planning that can be both aspirational and practical\n\nListen to the monthly series, MDRT Presents: @mdrtpresents