15 min listen
Why you shouldn’t ignore clients’ kids
FromMDRT Podcast
ratings:
Length:
7 minutes
Released:
Feb 1, 2018
Format:
Podcast episode
Description
Without your help, clients’ children may feel unprepared to discuss their parents’ finances and almost certainly will not become clients of yours. In this episode, James J. Silbernagel, LUTCF, CFP, explains how connecting with his clients’ kids enhances professional and personal relationships and provides essential lessons for multiple generations.
Episode breakdown:
0:32 – Don’t just “go where the money is”
1:01 – The value of the family meeting
2:15 – Why power of attorney is crucial
4:12 – Silbernagel’s personal connection
Listen to the new monthly series, MDRT Presents: @mdrtpresents
Episode breakdown:
0:32 – Don’t just “go where the money is”
1:01 – The value of the family meeting
2:15 – Why power of attorney is crucial
4:12 – Silbernagel’s personal connection
Listen to the new monthly series, MDRT Presents: @mdrtpresents
Released:
Feb 1, 2018
Format:
Podcast episode
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