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: My client’s surprise wealth
MP3•Episode home
Manage episode 277657716 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.
Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought. You’ll hear from: Terri E. Krueger Alain Poirier Episode breakdown: 0:28 – When clothes don’t match up with savings 1:59 – Looking beyond the surface for information that other advisors miss 2:53 – Less-than-ideal location becomes home to big winners Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
MP3•Episode home
Manage episode 277657716 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.
Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought. You’ll hear from: Terri E. Krueger Alain Poirier Episode breakdown: 0:28 – When clothes don’t match up with savings 1:59 – Looking beyond the surface for information that other advisors miss 2:53 – Less-than-ideal location becomes home to big winners Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
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