You’ll hear from:

Joseph Tan, ChFC, CLU

Abigail Venida Yabot


Episode breakdown:

0:26 – Demonstrating authenticity with your target market

2:35 – Determining the right amount of talking and listening with clients

4:16 – Utilizing strong communication to motivate clients to share information

7:02 – Offering personal information to connect experience to expertise

9:08 – Transitioning from reflections to planning that can be both aspirational and practical