What advisors wish they knew sooner

Published: Nov. 1, 2018, noon

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.\n\nYou\u2019ll hear from:\n\nHarpreet Atwal\nRick Jones, CFP\nBrent Kimball, ChFC, CFP\nMichaela Scott, CFP, RICP\n\nEpisode breakdown:\n\n0:26 \u2013 The expenses of divorce\n1:13 \u2013 Adjusting your approach to help clients prevent problems\n2:29 \u2013 Are you being as comprehensive as you can?\n4:47 \u2013 Learning to ask more questions\n5:43 \u2013 Let the clients provide the answers\n6:24 \u2013 Make sure to relax\n\nListen to the new monthly series, MDRT Presents: @mdrtpresents