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Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
Ross G. Hultgren, CFP, DFP
Ross G. Hultgren, CFP, DFP
in Annual MeetingOct 10, 2019

Success is rented and rent is due daily

Hultgren provides ideas collected over 20 MDRT Annual Meetings that you can use as soon as you get home, including how to: • Calculate insurance sums and use simple diagrams so your clients relate • Understand and implement the fail-proof “success formula” • Prepare for your appointments and ask the right questions to build trust and differentiate yourself from the competition • Charge fees for advice and illustrate value to clients for the fees they have paid
Charging fees
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Author(s):

Ross G. Hultgren, CFP, DFP