Finding appropriate ways to discuss insurance at unexpected times episode artwork

EPISODE · Feb 1, 2022 · 7 MIN

Finding appropriate ways to discuss insurance at unexpected times

from MDRT Podcast · host MDRT Podcast

Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:29 – Appropriately sharing a story if someone mentions a topic related to what you do 1:33 – Unexpectedly coming back with new clients after family events 2:32 – Developing new clients around the campfire 4:01 – Making a priority of working with nice people Listen to the monthly series, MDRT Presents: @mdrtpresents

Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people. You’ll hear from: Carla Brown, FPFS Matthew Richard Duffy, LUTCF, FSS Episode breakdown: 0:29 – Appropriately sharing a story if someone mentions a topic related to what you do 1:33 – Unexpectedly coming back with new clients after family events 2:32 – Developing new clients around the campfire 4:01 – Making a priority of working with nice people Listen to the monthly series, MDRT Presents: @mdrtpresents

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Finding appropriate ways to discuss insurance at unexpected times

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This episode is 7 minutes long.

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This episode was published on February 1, 2022.

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Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right...

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