58 min listen
Unique gifts I give high-net-worth clients
FromMDRT Podcast
ratings:
Length:
9 minutes
Released:
Sep 1, 2022
Format:
Podcast episode
Description
If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact.
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:25 – Avoiding repetition in gifting
1:54 – Recognizing when high-net-worth clients are charitably inclined
4:43 – Generating client buy-in and fun with regular initiatives
6:06 – Embracing spontaneity for client gifts
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:25 – Avoiding repetition in gifting
1:54 – Recognizing when high-net-worth clients are charitably inclined
4:43 – Generating client buy-in and fun with regular initiatives
6:06 – Embracing spontaneity for client gifts
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Sep 1, 2022
Format:
Podcast episode
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