Select Language

Check Application Status
en

Resource Zone

Financial road maps: your guide to success with your clients

Edward Franklin Marshall, APFS

Rate 1 Rate 2 Rate 3 Rate 4 Rate 5 3 1 Rating Choose a rating
Please Login or Become A Member for additional features

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

You can create an exceptional first meeting experience with potential clients by using a simple tool called the financial road map. It allows you to understand clients’ attitudes about money as well as help determine if the client is a good fit for you. Top of the Table qualifier Ed Marshall explains how this works for him.
 

{{GetTotalComments()}} Comments

Please Login or Become A Member to add comments