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Improve communication with clients and staff

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Manage episode 181943936 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.
How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability. Episode breakdown: 0:23 – The patience to understand clients’ hesitation 1:09 -- Leading them to a decision 1:52 - Working with people who think differently 3:10 - Making communication more concise 4:57 - Competition with search engines 6:13 - Are clients receiving enough coverage through their employer? 7:50 - When you shouldn’t do something you love 9:40 - Acknowledging a mistake to a client 10:48 - Gaining trust through accountability Listen to the new monthly series, MDRT Presents: @mdrtpresents
  continue reading

153 episodes

Artwork
iconShare
 
Manage episode 181943936 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.
How do advisors confront difficult situations in terms of interacting with others? In this episode, MDRT member Douglas B. Miller, CLU, CFP, discusses communication challenges and how to benefit from increased clarity and accountability. Episode breakdown: 0:23 – The patience to understand clients’ hesitation 1:09 -- Leading them to a decision 1:52 - Working with people who think differently 3:10 - Making communication more concise 4:57 - Competition with search engines 6:13 - Are clients receiving enough coverage through their employer? 7:50 - When you shouldn’t do something you love 9:40 - Acknowledging a mistake to a client 10:48 - Gaining trust through accountability Listen to the new monthly series, MDRT Presents: @mdrtpresents
  continue reading

153 episodes

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