Results: 119
Fred O’Connor, ChFC, CFP
If you’re struggling to set up an appointment with a client, is it a good idea to stop by their place of business? In this episode, MDRT members discuss how even unexpected in-person communication can help your relationships with clients progress in ways that follow-up emails can’t.
Thomas F. Levasseur, CLU, MS Ed; Jedediah Harrison Levene, CFP, CLU; Adam Llewellyn Morse, CFP
Matt Pais
Jeannine Resteiner Citoli; Andreas T. Dailey Sr., CLTC; Jennifer P. Mann, MBA, CFP; Jamie McIntyre, CFP; Paul Milbourne; Warren Stickney; Joseph Tan, ChFC, CLU; Kerry Therese Wallingford, RICP, ChFC
Effective fact-finding reveals your clients’ values, not just financial specifics.
MDRT
Liz DeCarlo
Antoinette Tuscano
Hire the right staff, nominate clients for awards and hosting casual dinners.
