Using the power of unselling to finance education and retirement
How do you understand clients\u2019 needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of \u201cunselling.\u201d\n\nYou\u2019ll hear from:\nJoseph Tan, ChFC, CLU\nAbigail Venida Yabot\n\nEpisode breakdown:\n\n0:27 \u2013 Focusing on the client\u2019s magic numbers\n2:41 \u2013 Recognizing the impact of unselling\n4:17 \u2013 Serving as the \u201cprudent mom\u201d for clients\n7:38 \u2013 Learning retirement lessons from a colleague\u2019s experience\n11:36 \u2013 Becoming a godparent to clients\u2019 children\n\nListen to the monthly series, MDRT Presents: @mdrtpresents