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Dealing with clients’ other sources of financial input


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How do you get clients to see you as an expert when they might have family members or friends close to them offering advice as well? In this episode, MDRT members share how they separate their knowledge from the input of armchair advisors.

You’ll hear from:

Travis D. Manning, CLU, CFP
Angelia Z. Shay, ChFC, CLU

Episode breakdown:

0:29 – When a family member with limited information considers themselves an expert
2:51 – Differentiating academic knowledge from practical knowledge
4:08 – Helping the client understand and own their decisions, not just let you decide for them
5:12 – Explaining coverage even when clients don’t want to know
6:48 – Being intuitive when you need to invite someone else into the discussion

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