+1 847 692 6378

325 West Touhy Avenue 
Park Ridge, IL 60068 USA

Contact us

Helpful Links

  • For Companies
  • MDRT Store
  • MDRT Foundation
  • MDRT Academy
  • MDRT Center for Field Leadership
  • Media Room

MDRT Chapter Sites

  • Korea
  • Japan
  • Chinese Taiwan

Copyright 2025 Million Dollar Round Table®

DisclaimerPrivacy
  • About
  • Join
  • Events
  • Resources
Paresh B. Shah, CFP image
Paresh B. Shah, CFP
in Top of the Table Annual MeetingSep 28, 2024

Proactive calling helps retain clients and generate new business

How do you continue to evolve white-glove service in a growing practice? Shah explains how his new approach to communicating with clients helped him enhance his service while growing business from existing clients.

‌
‌

Author(s):

Paresh B. Shah, CFP image

Paresh B. Shah, CFP