How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

You’ll hear from:

Leanne Barbara Bull, Dip FP, CFP

David Meszaros, CFP

Paresh B. Shah, CFP

Episode breakdown:

0:31 – Ensuring that clients provide all the necessary information

2:02 – Making things simple to enhance relationships and productivity

2:40 – How navigational themes helps clarify ideas for clients

3:16 – The benefit of quick response time

4:29 – If responding quickly makes it harder to detach

Listen to the monthly series, MDRT Presents: @mdrtpresents