Do clients need help becoming tech-savvy or figuring out where to shop during this time of unexpected challenges? In this episode, MDRT members share how they have helped clients in new ways as the world adapts to a difficult situation.

You’ll hear from:

Anant Jain, AFP, CFP

Miliana, CFP

Sherry Lee Ong

Episode breakdown:

0:33 – Helping clients get up to speed regarding technology

3:35 – Sharing personal advice instead of seeking any sales

5:37 – Maintaining a positive attitude for people who are struggling

8:31 – Developing better conditions for Zoom calls to enhance client communication

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