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What advisors might not know about working with a culturally specific niche

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Manage episode 367509539 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://player.fm/legal.
Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not. You’ll hear from: Xiao Chen Chad Demarre Maria Josefa Garcia Episode breakdown: 0:27—Why translation needs to be done by someone in the business 2:21—How perspectives on life insurance can change based on personal background 3:03—Changing your approach based on new prospect experiences 3:50—Understanding how cultural differences can lead to different perceptions 4:53—Recognizing how past experience could influence current opinions Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 367509539 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://player.fm/legal.
Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not. You’ll hear from: Xiao Chen Chad Demarre Maria Josefa Garcia Episode breakdown: 0:27—Why translation needs to be done by someone in the business 2:21—How perspectives on life insurance can change based on personal background 3:03—Changing your approach based on new prospect experiences 3:50—Understanding how cultural differences can lead to different perceptions 4:53—Recognizing how past experience could influence current opinions Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

151 episodes

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