A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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MP3•Episode home
Manage episode 387000923 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.
Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:31—Starting a podcast as a way of sharing memorable client stories 2:24—Discovering people’s universal interest in talking about problems and successes 5:54—Identifying an opportunity to help women in transition 9:10—Learning how to communicate with clients during an awkward moment 10:49—Seeing the benefits of vulnerability during conversations Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
MP3•Episode home
Manage episode 387000923 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.
Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward. You’ll hear from: Alessandro M. Forte, DipPFS, CSP Renee Hanson, CFP, CDFA Episode breakdown: 0:31—Starting a podcast as a way of sharing memorable client stories 2:24—Discovering people’s universal interest in talking about problems and successes 5:54—Identifying an opportunity to help women in transition 9:10—Learning how to communicate with clients during an awkward moment 10:49—Seeing the benefits of vulnerability during conversations Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
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