Every client is different – how will you adapt if one catches you off-guard regarding their coverage, or in their openness to refer you during a challenging period? In this episode, MDRT members explain how they are making adjustments to meet each client’s needs.

You’ll hear from:

Anant Jain, AFP, CFP

Miliana, CFP

Sherry Lee Ong

Episode breakdown:

0:30 – Connecting clients’ plans with a time when they’re especially needed

1:45 – Acclimating to receiving unexpected referrals

3:36 – Communicating with clients who can’t sleep because of financial worries

Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/

Listen to the monthly series, MDRT Presents: @mdrtpresents