Select Language

About MDRT
About MDRT
Media Room
History
Foundation
Leadership
Contact Us
Membership
Membership
Apply Now
Become a Member
Requirements
Mentoring
Member benefits
Meetings
Meetings
Top of the Table
Recommend a Speaker
Annual Meeting
MDRT Edge
Global Conference
Resource Zone
Resource Zone
Search
Marketing
Practice Management
My Resources
Advising Clients
Whole Person
My MDRT
Check Application Status
Check Application Status  
en-US
Search
The Premier Association of Financial Professionals ®
Menu

Resource Zone

Make the most of the client’s first meeting

MDRT

Favorite Listen Later 0 Comments
Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 5 2 Ratings Choose a rating
Please Login or Become A Member for additional features

Note: Any content shared is only viewable to MDRT members.

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.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments