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Illustrated advice: Show your clients what good advice looks like

Paul Mollica

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Audio 1:07:05

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The game of finance can be a mystery for clients and advisors alike. In this session, MDRT member Paul Mollica, a 15-year financial planner and sales trainer, showcases simple and effective illustration tools and engagement techniques you can use in your business immediately. Asking better questions of your clients and showing that you understand them is an underutilized and extremely powerful formula for success that everyone can easily master. When you are literally on the same page as your clients, great things will happen!
 

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