The latest news from the world of personal finance plus advice for those trying to make the most of their money.
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Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client. You’ll hear from: Catherine Chee Keng Lian, MBA, FChFP John P. Enright Sarah Helen Hogan, ACII Episode breakdown: 0:31 – Delivering information via PowerPoint rather than a folder in person 1:06 – Utilizing video but recognizing when a phone call is preferred 4:04 – How video marketing can drive follow-up conversations with clients 5:27 – Remembering to give clients a choice about how they are served 7:18 – Thriving through a willingness to change and adapt Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the monthly series, MDRT Presents: @mdrtpresents
…
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149 episoade
MP3•Pagina episodului
Manage episode 272580618 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client. You’ll hear from: Catherine Chee Keng Lian, MBA, FChFP John P. Enright Sarah Helen Hogan, ACII Episode breakdown: 0:31 – Delivering information via PowerPoint rather than a folder in person 1:06 – Utilizing video but recognizing when a phone call is preferred 4:04 – How video marketing can drive follow-up conversations with clients 5:27 – Remembering to give clients a choice about how they are served 7:18 – Thriving through a willingness to change and adapt Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
149 episoade
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