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When asking important questions to clients, because of the nature of our industry, you need to word things correctly otherwise you may get the correct answers you are looking for. When you are helping people with their retirement ensuring you have all the correct information is of the utmost importance to ensure you help the clients truly meet their wants and needs. In this episode, Chad and Caleb will explain the pitfalls agents often fall into with carelessness in the wording of questions and how to avoid those mistakes in your own process.
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When asking important questions to clients, because of the nature of our industry, you need to word things correctly otherwise you may get the correct answers you are looking for. When you are helping people with their retirement ensuring you have all the correct information is of the utmost importance to ensure you help the clients truly meet their wants and needs. In this episode, Chad and Caleb will explain the pitfalls agents often fall into with carelessness in the wording of questions and how to avoid those mistakes in your own process.
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