A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
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Mini-episode: Something most advisors struggle with, but I don’t
MP3•Episode home
Manage episode 274523399 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://player.fm/legal.
How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business. You’ll hear from: Leanne Barbara Bull, Dip FP, CFP David Meszaros, CFP Paresh B. Shah, CFP Episode breakdown: 0:31 – Ensuring that clients provide all the necessary information 2:02 – Making things simple to enhance relationships and productivity 2:40 – How navigational themes helps clarify ideas for clients 3:16 – The benefit of quick response time 4:29 – If responding quickly makes it harder to detach Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
MP3•Episode home
Manage episode 274523399 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://player.fm/legal.
How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business. You’ll hear from: Leanne Barbara Bull, Dip FP, CFP David Meszaros, CFP Paresh B. Shah, CFP Episode breakdown: 0:31 – Ensuring that clients provide all the necessary information 2:02 – Making things simple to enhance relationships and productivity 2:40 – How navigational themes helps clarify ideas for clients 3:16 – The benefit of quick response time 4:29 – If responding quickly makes it harder to detach Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
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