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How to Master Client Conversations in Medicare & Financial Planning
Manage episode 447898983 series 3598433
Innhold levert av Chase Gruening. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Chase Gruening eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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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