As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
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As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
Memorable client experiences related to regulation
MDRT Podcast
25 minutes 11 seconds
6 months ago
Memorable client experiences related to regulation
What client interactions result from adjustments you’ve made to remain compliant? In this episode, MDRT members share how regulation has led to improved processes and enhanced client relationships.
You’ll hear from:
Simon D. Lister, Dip PFS
Jamie McIntyre, CFP
Episode breakdown:
0:29 – Being driven to discuss your value proposition in more detail
2:16 – Successfully moving to a practice without commissions
5:21 – Why charging fees leads to more understanding and more referrals
8:50 – Creating deeper relationships with clients who feel you’re in the journey with them
11:57 – How to tell when a client relationship has strengthened
16:04 – When regulations foster regular clarity, connection, and accountability
18:29 – Applying insights from other countries’ regulations
Listen to the monthly series, MDRT Presents: @mdrtpresents
MDRT Podcast
As clients now may be more inclined to change jobs, where they live, and more, the approach advisors take in looking toward clients’ futures has changed as well. In this episode, MDRT members explain how they have applied these adjustments to the way they help clients prepare for the needs and goals of their retirement.
You’ll hear from:
Chi Teng Han, ChFC/S, CIAM
Nadia Wijatno, ChFC, CLU
Episode breakdown:
0:31 – Helping clients adjust their plans when they move for the short- or long-term
3:06 – Changing retirement planning for a more “career-mobile” demographic
7:55 – How social media impacts people’s expectations about retirement
12:50 – What is most difficult about handling this different approach to planning
14:07 – Identifying why a property sale isn’t a reliable source of retirement funding
Listen to the monthly series, MDRT Presents: @mdrtpresents
