EPISODE · Jun 30, 2023 · 5 MIN
What advisors might not know about working with a culturally specific niche
from MDRT Podcast · host MDRT Podcast
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
What this episode covers
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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What advisors might not know about working with a culturally specific niche
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