12 min listen
Mini-episode: My client’s surprise wealth
FromMDRT Podcast
ratings:
Length:
4 minutes
Released:
Nov 16, 2020
Format:
Podcast episode
Description
Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought.
You’ll hear from:
Terri E. Krueger
Alain Poirier
Episode breakdown:
0:28 – When clothes don’t match up with savings
1:59 – Looking beyond the surface for information that other advisors miss
2:53 – Less-than-ideal location becomes home to big winners
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Terri E. Krueger
Alain Poirier
Episode breakdown:
0:28 – When clothes don’t match up with savings
1:59 – Looking beyond the surface for information that other advisors miss
2:53 – Less-than-ideal location becomes home to big winners
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Nov 16, 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