There are many reasons why clients may feel reluctant toward purchasing financial services products. In this episode, MDRT members address how they talk through these concerns.

You’ll hear from:

Qi Bin
Robert N. Garneau, CLU, ChFC
William Marvin Richardson III, CLU, CFP
Theodore S. Rusinoff, CFP

There are many reasons why clients may feel reluctant toward purchasing financial services products. In this episode, MDRT members address how they talk through these concerns. You’ll hear from: Qi Bin Robert N. Garneau, CLU, ChFC William Marvin Richardson III, CLU, CFP Theodore S. Rusinoff, CFP

Strategies to handle objections

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

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. Examples are for educational purposes only. Copyright Million Dollar Round Table.

Business

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement 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. Examples are for educational purposes only. Copyright Million Dollar Round Table.

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