“Ask them to… read the notes out loud so you can process in your mind, okay, this makes sense.”
JJ
Julie Johnson
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
Katrina Imsland · Underwriting Evolved: A DUO Podcast · Lessons from the NICU: Why Empathy Still Matters in the Age of AI
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asked underwriters to shift their focus to what they can do with the information presented, asking if it makes sense, adds up, and how to assemble a full picture
“Ask them to… read the notes out loud so you can process in your mind, okay, this makes sense.”
“‘He made sure to take his own pictures… the company kept sending blurry pictures and asking him to pay up.’”
“The first question is… who do you think will win? The other… who are they going to vote for? … you’re basically asking people to share information from their social networks.”
“When management is presenting an idea, make sure to ask, what were the options considered but not selected and why?”
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