Unique ways I identify financial solutions for my niche – and how that can help other advisors

You’ll hear from:

Joseph Tan, ChFC, CLU

Abigail Venida Yabot

Episode breakdown:

0:26 – Demonstrating authenticity with your target market

2:35 – Determining the right amount of talking and listening with clients

4:16 – Utilizing strong communication to motivate clients to share information

7:02 – Offering personal information to connect experience to expertise

9:08 – Transitioning from reflections to planning that can be both aspirational and practical

in MDRT PodcastJul 1, 2024

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.

Financial planning

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Unique ways I identify financial solutions for my niche – and how that can help other advisors

Author(s):

MDRT Podcast