15 min listen
Make the most of the client’s first meeting
FromMDRT Podcast
ratings:
Length:
7 minutes
Released:
Nov 1, 2016
Format:
Podcast episode
Description
What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.
You’ll hear from:
Liru Chang, MBA
Roy Hall
Kobus Kleyn, CFP
Scott S. Paterick, CLU, ChFC
You’ll hear from:
Liru Chang, MBA
Roy Hall
Kobus Kleyn, CFP
Scott S. Paterick, CLU, ChFC
Released:
Nov 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