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How to Master Client Conversations in Medicare & Financial Planning
Manage episode 447898983 series 3598433
Chase Gruening द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Chase Gruening या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Getting the right information from clients can make or break a financial or Medicare planning appointment. In this video, I cover the essential questions that uncover a client’s needs, values, and preferences so we can build a personalized and effective plan.
From health history and current insurance to desired outcomes, mastering these client insights is key to building trust and driving results. Whether it’s Medicare, retirement planning, or annuities, I’m here to share how the right questions can lead to the best solutions.
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Key Topics Covered: -Importance of Understanding Client Goals
-Health History as a Foundational Insight
-Client's Current Insurance and Coverage Preferences
-Financial Details and Insurance Needs
-Building Trust and Personalizing the Approach
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