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Glen Dasig, a six-time MDRT member and certified investment advisor from Parañaque, Philippines, shares his insights on starting conversations with clients with different priorities in life and building long-term relationships.
“It is crucial that financial advisors understand one thing when meeting prospects. We must all prepare and do our research about our prospects. When used in conjunction with the preparation you have done, conversation starters will make up for an effective discussion with the client. I make time to prepare, do background study on my prospects, and even practice my conversation points with my manager before meeting my client. This step cannot be a shortcut, and it also shows the respect we give to our clients,” Dasig said.