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

Small changes in word choice that can have a big impact with clients

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.

Small changes in word choice that can have a big impact with clients

MDRT Podcast