08/15/2023

3 Ways to Serve the Emotional Needs of Clients

When it comes to effectively engaging clients – it can be a challenge in any industry. However, the pandemic has created a new filter in the life insurance industry of what clients are looking for in their advisor, and that is, “who is really there for them?” Tiffany Markarian, the founder of Advantus Marketing, LLC, sits down with TBA’s Morgan Mynatt to dive into what an emotional need is, how to serve those emotional needs of clients, and most importantly actionable steps advisors can take. Taking this information and implementing it will improve overall conversations and even the solutions that you as advisors can provide to your clients.

Tiffany Markarian is an Award-Winning Marketing Strategist, Founder of Advantus Marketing, LLC, and an elite coach to wealth advisors and insurance professionals. She’s a frequent industry author and speaker, including FPA, NAPFA, FSP, NAILBA, and numerous broker/dealers.advantusmarketing.com