What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side.

How do you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.”

How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode, MDRT members share their best practices for generating the trust that leads their specific clientele to open up.

Abbie Yabot, a three-year MDRT member from Metro Manila, Philippines, shares her insights into prospecting healthcare frontliners. “Time and budget are usually the biggest hurdles for healthcare frontliners when getting a policy. They’re overworked and underpaid throughout the pandemic, making the process difficult, but more crucial due to the daily higher risks.”