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 Get Clients and Keep Them Happy
MP3•Episode home
Manage episode 151536711 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.
Finding clients is never easy. Prospecting and asking for referrals can be difficult, time consuming and if you use the wrong method, fruitless. Hear tips from members on creative ways to get clients, and suggestions for how to keep them happy once you have them. Featuring Renato Alfredo Alarcon, Crawford McGill and Nguyen Win H. Le The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.
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153 episodes
MP3•Episode home
Manage episode 151536711 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.
Finding clients is never easy. Prospecting and asking for referrals can be difficult, time consuming and if you use the wrong method, fruitless. Hear tips from members on creative ways to get clients, and suggestions for how to keep them happy once you have them. Featuring Renato Alfredo Alarcon, Crawford McGill and Nguyen Win H. Le The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2015 Million Dollar Round Table.
…
continue reading
153 episodes
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