The pandemic has created new opportunities to tailor your approach with each client and prospect. In this episode, MDRT members share how they make sure that communication on video, on the phone and, if possible, in person matches the wants and needs of the client.

You’ll hear from:

Catherine Chee Keng Lian, MBA, FChFP

John P. Enright

Sarah Helen Hogan, ACII

Episode breakdown:

0:31 – Delivering information via PowerPoint rather than a folder in person

1:06 – Utilizing video but recognizing when a phone call is preferred

4:04 – How video marketing can drive follow-up conversations with clients

5:27 – Remembering to give clients a choice about how they are served

7:18 – Thriving through a willingness to change and adapt

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