How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode, MDRT members share their best practices for generating the trust that leads their specific clientele to open up.

You’ll hear from:

Joseph Tan, ChFC, CLU

Abigail Venida Yabot

Episode breakdown:

0:28 – Doing research to find common interests and generate trust

1:31 – Ensuring you prioritize both character and competence

3:01 – Utilizing social media as a guide for prospecting

5:53 – Staying top-of-mind with potential clients who are parents

8:00 – Demonstrating expertise with couples

Listen to the monthly series, MDRT Presents: @mdrtpresents