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
Small changes in word choice that can have a big impact with clients
MDRT Podcast
10 minutes 44 seconds
3 months ago
Small changes in word choice that can have a big impact with clients
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
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
