Mdrt Podcast

Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation. You’ll hear from: Terri E. Krueger Mark D. Olson, MSFS, CFP Alain Poirier Episode breakdown: 0:26 – What gifts are offered for new clients 1:04 – Creating your own wine and labeling it with your practice 1:48 – A mix special events and corresponding gifts 2:16 – Documenting client interests and providing gifts accordingly Listen to the monthly series, MDRT Presents: @mdrtpresents