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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What I do to ensure clients are the right fit
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Manage episode 278995184 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 can you connect your own needs and preferences with the clientele you work with? In this episode, MDRT members explain how they prioritize honesty and match what they give with what they get back. You’ll hear from: Terri E. Krueger Mark D. Olson, MSFS, CFP Alain Poirier Episode breakdown: 0:31 – Choosing to work with honest people that you like 1:56 – When you learn that taking on a client was a mistake 3:09 – Being honest when a client is occupying too much of your time 3:49 – Adding questions to identify potential red flags in a client 5:18 – Adjusting your approach when clients are reluctant to provide the information you need Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
MP3•Episode home
Manage episode 278995184 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 can you connect your own needs and preferences with the clientele you work with? In this episode, MDRT members explain how they prioritize honesty and match what they give with what they get back. You’ll hear from: Terri E. Krueger Mark D. Olson, MSFS, CFP Alain Poirier Episode breakdown: 0:31 – Choosing to work with honest people that you like 1:56 – When you learn that taking on a client was a mistake 3:09 – Being honest when a client is occupying too much of your time 3:49 – Adding questions to identify potential red flags in a client 5:18 – Adjusting your approach when clients are reluctant to provide the information you need Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
152 episodes
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