Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation.

You’ll hear from:

Terri E. Krueger

Mark D. Olson, MSFS, CFP

Alain Poirier

Episode breakdown:

0:26 – What gifts are offered for new clients

1:04 – Creating your own wine and labeling it with your practice

1:48 – A mix special events and corresponding gifts

2:16 – Documenting client interests and providing gifts accordingly

Listen to the monthly series, MDRT Presents: @mdrtpresents