How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next.

You’ll hear from:

Alessandro M. Forte, DipPFS, CSP

Renee Hanson, CFP, CDFA

Episode breakdown:

0:29 – Communicating the two goals for the initial meeting

1:55 – Creating accountability in the prospect for the advice you give

3:24 – Determining whether or not you and a prospect are a good match

5:01 – A common mistake advisors should be aware of

Listen to the monthly series, MDRT Presents: @mdrtpresents