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What you learn after years of working with clients facing retirement

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Manage episode 464218401 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients. You’ll hear from: MDRT Immediate Past President Gregory B. Gagne, ChFC MDRT Second Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement 2:26 – How education and confidence can overcome age differences between advisors and clients 4:30 – Creating peace of mind through established processes 5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster 7:29 – Providing honest, direct information without taking the easy way out Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

164 episodes

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iconShare
 
Manage episode 464218401 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
What language is essential for advisors helping to create a retirement plan for their clients? How can you ensure clients know you are acting in their best interest to protect their assets? In this episode, members of the MDRT Executive Committee share effective techniques they’ve gained from advising countless retirement planning clients. You’ll hear from: MDRT Immediate Past President Gregory B. Gagne, ChFC MDRT Second Vice President Clay Gillespie, CIM, CFP Episode breakdown: 0:26 – Gaining clients whose previous advisors don’t know how to discuss retirement 2:26 – How education and confidence can overcome age differences between advisors and clients 4:30 – Creating peace of mind through established processes 5:37 – Using long-term-care insurance and thoughtful planning to prevent financial disaster 7:29 – Providing honest, direct information without taking the easy way out Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

164 episodes

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