Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought.

You’ll hear from:

Terri E. Krueger

Alain Poirier

Episode breakdown:

0:28 – When clothes don’t match up with savings

1:59 – Looking beyond the surface for information that other advisors miss

2:53 – Less-than-ideal location becomes home to big winners

Listen to the monthly series, MDRT Presents: @mdrtpresents