What sets me apart as an advisor

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What sets me apart as an advisor

Jul 01 2020 / MDRT Podcast

LISTEN 00:15:53

What sets me apart as an advisor

Do you provide unique gifts to fit your clients’ interests? Do you hold them accountable to their goals? In this episode, MDRT members share some ways in which they make themselves stand out to their clients.

You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann

Episode breakdown:
0:33 – The benefit of branded teddy bears
3:11 – Calling clients to sing “Happy birthday” to them
4:27 – Having clients identify their interests to utilize as gift opportunities
6:37 – Holding clients accountable as a means to ensure success
10:58 – Inviting clients to send postcards from their dream vacation spot

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Byrne is a 15-year MDRT member from Coorparoo, Queensland, Australia. He has 12 years of Court of Table membership and eight years of Top of the Table membership.

Genier is a 25-year MDRT member from Timmins, Ontario, Canada. She has 18 years as a member of Court of the Table and 12 years as Top of the Table.

Godshall is a 10-year MDRT member from Puebla, Mexico, with one year of Court of the Table membership.

Randall D. Kaufmann is a 42-year MDRT member from Camp Hill, Pennsylvania, USA