Long-time MDRT member Cristine T. Tan, RFC, LUTCF, of the Philippines, addresses how to connect with prospects to eliminate misconceptions they may have about financial advisors. When you connect with clients they feel like they’re being helped by you, so they are more likely to refer you to others and they are less likely to shop around for other advisors. She shares in this 2019 MDRT Global Conference presentation, several questions and conversations she has with clients at ease and establish trust, likeability and empathy.
MDRT members can watch the full presentation at www.mdrt.org/learn/2019/video....
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16 окт 2023
