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Sep 21 2020 / MDRT Podcast

LISTEN 00:08:37

Developing new ideas for customized service and digital marketing

The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client.

You’ll hear from:
Catherine Chee Keng Lian, MBA, FChFP
John P. Enright
Sarah Helen Hogan, ACII

Episode breakdown:
0:31 – Delivering information via PowerPoint rather than a folder in person
1:06 – Utilizing video but recognizing when a phone call is preferred
4:04 – How video marketing can drive follow-up conversations with clients
5:27 – Remembering to give clients a choice about how they are served
7:18 – Thriving through a willingness to change and adapt

By MDRT Podcast

Topics Covered

Client service

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AUTHOR

Featured

Catherine Chee Keng Lian, FChFP, MBA, is a 27-year MDRT member from Singapore.

John P. Enright is a 25-year MDRT member from Syracuse, New York, USA, with 15 Court of the Table and 14 Top of the Table years.

Sarah Hogan

Sarah Helen Hogan, ACII, is a seven-year MDRT member from Leigh, England, UK.

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