Select Language

 

Resource Zone

Improve communication with clients and staff

MDRT

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 0 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

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.

Redirect Url:

https://soundcloud.com/mdrt-podcast/improve-communication-with-clients-and-staff
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments