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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Finding appropriate ways to discuss insurance at unexpected times
MP3•Episode home
Manage episode 319162807 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 know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:29 – Appropriately sharing a story if someone mentions a topic related to what you do 1:33 – Unexpectedly coming back with new clients after family events 2:32 – Developing new clients around the campfire 4:01 – Making a priority of working with nice people Listen to the monthly series, MDRT Presents: @mdrtpresents
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continue reading
151 episodes
MP3•Episode home
Manage episode 319162807 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 know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:29 – Appropriately sharing a story if someone mentions a topic related to what you do 1:33 – Unexpectedly coming back with new clients after family events 2:32 – Developing new clients around the campfire 4:01 – Making a priority of working with nice people Listen to the monthly series, MDRT Presents: @mdrtpresents
…
continue reading
151 episodes
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