How do you build trust with clients and get past a broken dynamic between financial advisors and clients? Watch an MDRT book club discuss that with Stephen Kagawa, FSS, LUTCF, a Top of the Table qualifier and author of "Aloha Financial Planning." Also in the book club are David C. Blake; John J. Demboski, CFP; Julianne Hertel, CLTC; Joshua Ketchie, CPA; Thomas F. Levasseur, CLU, MS Ed; Mike S. Ross; Ted Rusinoff; and Donald J. White Jr., CLU, ChFC.
MDRT members can see <a href="https://rz.mdrt.org/video/understanding-the-dynamic-between-client-and-financial-advisor/" target="_blank">a summary of the discussion</a>.
Find out more about book clubs at <a href="https://www.mdrt.org/bookclub/" target="_blank">mdrt.org/bookclub</a>.