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Small changes in word choice that can have a big impact with clients

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Manage episode 509500938 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:27 – Finding more impactful words than “meeting” and “referral” 2:28 – Utilizing the “killer question” that unlocks great service 4:08 – Checking in with clients to ensure satisfaction and opportunities for improvement 5:14 – How to deepen relationships that bring client connections outside the office 7:45 – Opening the door with high-profile prospects Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

168 episodes

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iconShare
 
Manage episode 509500938 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:27 – Finding more impactful words than “meeting” and “referral” 2:28 – Utilizing the “killer question” that unlocks great service 4:08 – Checking in with clients to ensure satisfaction and opportunities for improvement 5:14 – How to deepen relationships that bring client connections outside the office 7:45 – Opening the door with high-profile prospects Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

168 episodes

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