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Home > MDRT Podcast > Make the most of the client’s first meeting
Podcast: MDRT Podcast
Episode:

Make the most of the client’s first meeting
Category: Business
Duration: 00:06:57
Publish Date: 2016-11-01 08:23:28
Description: 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
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