9 min listen
Establishing the rules of engagement with your prospect
FromMDRT Podcast
ratings:
Length:
6 minutes
Released:
Jun 1, 2023
Format:
Podcast episode
Description
How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next.
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:29 – Communicating the two goals for the initial meeting
1:55 – Creating accountability in the prospect for the advice you give
3:24 – Determining whether or not you and a prospect are a good match
5:01 – A common mistake advisors should be aware of
Listen to the monthly series, MDRT Presents: @mdrtpresents
You’ll hear from:
Alessandro M. Forte, DipPFS, CSP
Renee Hanson, CFP, CDFA
Episode breakdown:
0:29 – Communicating the two goals for the initial meeting
1:55 – Creating accountability in the prospect for the advice you give
3:24 – Determining whether or not you and a prospect are a good match
5:01 – A common mistake advisors should be aware of
Listen to the monthly series, MDRT Presents: @mdrtpresents
Released:
Jun 1, 2023
Format:
Podcast episode
Titles in the series (100)
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