Improve communication with clients and staff
How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability.
Episode breakdown:
0:23 – The patience to understand clients’ hesitation
1:09 -- Leading them to a decision
1:52 - Working with people who think differently
3:10 - Making communication more concise
4:57 - Competition with search engines
6:13 - Are clients receiving enough coverage through their employer?
7:50 - When you shouldn’t do something you love
9:40 - Acknowledging a mistake to a client
10:48 - Gaining trust through accountability
If you'd like to subscribe, find us on iTunes at MDRT Podcast.
Episode breakdown:
0:23 – The patience to understand clients’ hesitation
1:09 -- Leading them to a decision
1:52 - Working with people who think differently
3:10 - Making communication more concise
4:57 - Competition with search engines
6:13 - Are clients receiving enough coverage through their employer?
7:50 - When you shouldn’t do something you love
9:40 - Acknowledging a mistake to a client
10:48 - Gaining trust through accountability
If you'd like to subscribe, find us on iTunes at MDRT Podcast.
