10月 19 2023 / Annual Meeting
種下一棵「轉介紹」之樹
MDRT臺灣地區會員鞏國祥先生深入分享如何與客戶建立更緊密的關係。他認為，與客戶的互動不應僅止於了解其家庭、財務或興趣，更要深化對其親友的認識。鞏先生建議透過一張專門的表格來整理這些資訊。當取得潛在客戶的推薦名單時，他提倡使用「九宮格策略」來深入了解被推薦之人，以提高轉介紹的成功率。
10月 19 2023 / Annual Meeting
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