While advisors know how much communication influences relationships, there are almost always opportunities to adjust your language to foster stronger client connections. In this episode, MDRT members share how they have tweaked their choice of words and seen enormous benefits as a result.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

0:27 – Finding more impactful words than “meeting” and “referral”

2:28 – Utilizing the “killer question” that unlocks great service

4:08 – Checking in with clients to ensure satisfaction and opportunities for improvement

5:14 – How to deepen relationships that bring client connections outside the office

7:45 – Opening the door with high-profile prospects

Listen to the monthly series, MDRT Presents: @mdrtpresents