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Shane E. Westhoelter, AEP, CLU
Shane E. Westhoelter, AEP, CLU
in Annual MeetingJun 12, 2024

What words to use — and not use — to build client trust

Before you can focus on phrases that lead to clients moving forward with your recommendations, you need to communicate in a manner that generates trust. Westhoelter explains how your words can create a relationship that leads to client buy-in and the willingness to take action. 

Communication techniques
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Author(s):

Shane E. Westhoelter, AEP, CLU