You’ll hear from:
Aaron Kane, AFA, B Bus
Adam Thomas Rex, AIF, CFP
Episode breakdown:
0:25 – Avoiding repetition in gifting
1:54 – Recognizing when high-net-worth clients are charitably inclined
4:43 – Generating client buy-in and fun with regular initiatives
6:06 – Embracing spontaneity for client gifts
If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact.
