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Make the most of the client’s first meeting


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What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.

You’ll hear from:

Liru Chang, MBA
Roy Hall
Kobus Kleyn, CFP
Scott S. Paterick, CLU, ChFC

If you'd like to subscribe, find us on iTunes at MDRT Podcast.

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