A strong clientele base is a guarantee of stable production and referrals for financial planners.

The Gratitude TalkShow aspire to nurture and mentor the next generation of MDRTs, COTs, and TOTs. Bringing excellence among financial advisors around the world.

This week we will discuss practical methods and our thoughts into building your ideal clientele. We will share with you our experience over the years, in building our clientele that brought us from MDRT to TOT.
There is a saying, you achieve MDRT through handwork, you achieve COT through a strong clientele, you achieve TOT through building system in your business.

#gratitudetalkshow #mdrt #clientele