15 min listen
Stand out to clients
FromMDRT Podcast
ratings:
Length:
14 minutes
Released:
Jul 1, 2016
Format:
Podcast episode
Description
Every advisor seeks to connect with clients, whether with designations, direct relationships or finding a target market. In this episode, MDRT members discuss how to set themselves apart.
You’ll hear from:
Victoria Joy Avedesian
Elizabeth Grigourian
Daxesh Maniar, MBA, CFP
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. Copyright 2016 Million Dollar Round Table.
You’ll hear from:
Victoria Joy Avedesian
Elizabeth Grigourian
Daxesh Maniar, MBA, CFP
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. Copyright 2016 Million Dollar Round Table.
Released:
Jul 1, 2016
Format:
Podcast episode
Titles in the series (100)
I'm Not Retiring: How to Get Started Succession Planning: At the 2014 MDRT Top of the Table meeting, Leon L… by MDRT Podcast