Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Small changes in word choice that can have a big impact with clients
MP3•Episode home
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
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continue reading
168 episodes
MP3•Episode home
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
Kaikki jaksot
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