12 min listen
What sets me apart as an advisor
FromMDRT Podcast
ratings:
Length:
16 minutes
Released:
Jul 1, 2020
Format:
Podcast episode
Description
Do you provide unique gifts to fit your clients’ interests? Do you hold them accountable to their goals? In this episode, MDRT members share some ways in which they make themselves stand out to their clients.
You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann
Episode breakdown:
0:33 – The benefit of branded teddy bears
3:11 – Calling clients to sing “Happy birthday” to them
4:27 – Having clients identify their interests to utilize as gift opportunities
6:37 – Holding clients accountable as a means to ensure success
10:58 – Inviting clients to send postcards from their dream vacation spot
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann
Episode breakdown:
0:33 – The benefit of branded teddy bears
3:11 – Calling clients to sing “Happy birthday” to them
4:27 – Having clients identify their interests to utilize as gift opportunities
6:37 – Holding clients accountable as a means to ensure success
10:58 – Inviting clients to send postcards from their dream vacation spot
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jul 1, 2020
Format:
Podcast episode
Titles in the series (100)
David Appel: Planning for yourself is planning for your family: David Appel, CLU, ChFC, was a successful, healthy… by MDRT Podcast