Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

0:31—Starting a podcast as a way of sharing memorable client stories

2:24—Discovering people’s universal interest in talking about problems and successes

5:54—Identifying an opportunity to help women in transition

9:10—Learning how to communicate with clients during an awkward moment

10:49—Seeing the benefits of vulnerability during conversations

Listen to the monthly series, MDRT Presents: @mdrtpresents