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Using the power of unselling to finance education and retirement

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Manage episode 372826995 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 you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.” You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:27 – Focusing on the client’s magic numbers 2:41 – Recognizing the impact of unselling 4:17 – Serving as the “prudent mom” for clients 7:38 – Learning retirement lessons from a colleague’s experience 11:36 – Becoming a godparent to clients’ children Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

151 episodes

Artwork
iconShare
 
Manage episode 372826995 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 you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.” You’ll hear from: Joseph Tan, ChFC, CLU Abigail Venida Yabot Episode breakdown: 0:27 – Focusing on the client’s magic numbers 2:41 – Recognizing the impact of unselling 4:17 – Serving as the “prudent mom” for clients 7:38 – Learning retirement lessons from a colleague’s experience 11:36 – Becoming a godparent to clients’ children Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

151 episodes

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