What you learn from listening to recordings of yourself

Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate with clients. You’ll hear from: Daniel Evan Jossen, CFP Keunhwa Lori Moon David John Munson Jr. Episode breakdown: 0:35 – Training before the game 1:22 – Establishing the rehearsal process 2:21 – “Watching the game tape” 3:15 – When a presentation goes too fast 4:34 – Identifying flaws in your performance 5:25 – Exchanging words for value 6:01 – Feeling surprised when clients don’t understand 7:40 – Being a financial therapist Listen to the new monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

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.