19 min listen
Navigating Clients' Emotions
FromMDRT Podcast
ratings:
Length:
11 minutes
Released:
Mar 1, 2016
Format:
Podcast episode
Description
Description: For two members coming into the profession from other areas of finance, clients' sometimes-emotional decision making was a tough factor. Paula C. Brancato, MBA, CFP, and
Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them.
The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them.
The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
Released:
Mar 1, 2016
Format:
Podcast episode
Titles in the series (100)
Succession Planning: How to Add Value to Your Practice: You may be just entering the field. You may feel … by MDRT Podcast