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:







Listen to the monthly series, MDRT Presents: @mdrtpresents

—Why translation needs to be done by someone in the business

—How perspectives on life insurance can change based on personal background

—Changing your approach based on new prospect experiences

—Understanding how cultural differences can lead to different perceptions

—Recognizing how past experience could influence current opinions

Using the power of unselling to finance education and retirement

In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. 

Contact us at podcast@mdrt.org. MDRT diversity statement: https://www.mdrt.org/diversity-statement

The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.