Mdrt Podcast
Make the most of the client’s first meeting
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:06:57
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Sinopsis
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
