Mdrt Podcast
Make the most of the client’s first meeting
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:06:57
- More information
Informações:
Synopsis
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
