Advisors know the importance of seeking to understand each client as an individual. In this episode, MDRT members explained how they work to recognize and support the cultural backgrounds of their clientele, whether that resembles their own experience or not.
You’ll hear from:
Xiao Chen
Chad Demarre
Maria Josefa Garcia
Episode breakdown:
0:27—Why translation needs to be done by someone in the business
2:21—How perspectives on life insurance can change based on personal background
3:03—Changing your approach based on new prospect experiences
3:50—Understanding how cultural differences can lead to different perceptions
4:53—Recognizing how past experience could influence current opinions
Listen to the monthly series, MDRT Presents: @mdrtpresents
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