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What advisors wish they knew sooner

MDRT

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Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.

You’ll hear from:

Harpreet Atwal
Rick Jones, CFP
Brent Kimball, ChFC, CFP
Michaela Scott, CFP, RICP

Redirect Url:

https://soundcloud.com/mdrt-podcast/what-advisors-wish-they-knew-sooner
 

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