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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What you learn after years of working with clients facing retirement
MP3•Episode home
Manage episode 464218401 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.
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients. You’ll hear from: MDRT Immediate Past President Gregory B. Gagne, ChFC MDRT Second Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement 2:26 – How education and confidence can overcome age differences between advisors and clients 4:30 – Creating peace of mind through established processes 5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster 7:29 – Providing honest, direct information without taking the easy way out Listen to the monthly series, MDRT Presents: @mdrtpresents
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168 episodes
MP3•Episode home
Manage episode 464218401 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.
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients. You’ll hear from: MDRT Immediate Past President Gregory B. Gagne, ChFC MDRT Second Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement 2:26 – How education and confidence can overcome age differences between advisors and clients 4:30 – Creating peace of mind through established processes 5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster 7:29 – Providing honest, direct information without taking the easy way out Listen to the monthly series, MDRT Presents: @mdrtpresents
…
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168 episodes
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