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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How to avoid prospects just looking for a free meal
MP3•Episode home
Manage episode 199060346 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.
If you are just one of many advisors hosting a large dinner at a restaurant, how do you stand out and actually connect with prospects? In this episode, MDRT members discuss why a smaller, business-free outing or an informative event at a client’s home helps keep better track of the people and conversation. You’ll hear from: Ozer Culhagil, Ph.D. Douglas Anthony Chukwuka Eze Episode breakdown: 0:26 – Replacing dinner seminars with small group meetings 1:39 – What prompted that change in approach 3:28 – Lower risk and higher reward 5:34 – When clients host “financial parties” at their house 10:08 – Repeatable events vs. one-time presentations Listen to the new monthly series, MDRT Presents: @mdrtpresents
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continue reading
149 episodes
MP3•Episode home
Manage episode 199060346 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.
If you are just one of many advisors hosting a large dinner at a restaurant, how do you stand out and actually connect with prospects? In this episode, MDRT members discuss why a smaller, business-free outing or an informative event at a client’s home helps keep better track of the people and conversation. You’ll hear from: Ozer Culhagil, Ph.D. Douglas Anthony Chukwuka Eze Episode breakdown: 0:26 – Replacing dinner seminars with small group meetings 1:39 – What prompted that change in approach 3:28 – Lower risk and higher reward 5:34 – When clients host “financial parties” at their house 10:08 – Repeatable events vs. one-time presentations Listen to the new monthly series, MDRT Presents: @mdrtpresents
…
continue reading
149 episodes
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