You’ll hear from:
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical
Joseph Tan, ChFC, CLU
Abigail Venida Yabot
Episode breakdown:
0:26 – Demonstrating authenticity with your target market
2:35 – Determining the right amount of talking and listening with clients
4:16 – Utilizing strong communication to motivate clients to share information
7:02 – Offering personal information to connect experience to expertise
9:08 – Transitioning from reflections to planning that can be both aspirational and practical