Do you provide unique gifts to fit your clients’ interests? Do you hold them accountable to their goals? In this episode, MDRT members share some ways in which they make themselves stand out to their clients.

You’ll hear from:

Peter Jason Byrne

Danielle J. Genier, CFP, CLU

Jonathan Godshall Camacho, LUTCF, MBA

Randall D. Kaufmann

Episode breakdown:

0:33 – The benefit of branded teddy bears

3:11 – Calling clients to sing “Happy birthday” to them

4:27 – Having clients identify their interests to utilize as gift opportunities

6:37 – Holding clients accountable as a means to ensure success

10:58 – Inviting clients to send postcards from their dream vacation spot

Listen to the monthly series, MDRT Presents: @mdrtpresents