Resource Zone

Changes I’ve made in response to surprising client reactions during crisis
MDRT
Please Login or Become A Member for additional features
You’ll hear from:
Anant Jain, AFP, CFP
Miliana, CFP
Sherry Lee Ong
Episode breakdown:
0:30 – Connecting clients’ plans with a time when they’re especially needed
1:45 – Acclimating to receiving unexpected referrals
3:36 – Communicating with clients who can’t sleep because of financial worries
{{GetTotalComments()}} Comments
Please Login or Become A Member to add comments