Make the most of the client’s first meeting

What this episode covers

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation. You’ll hear from: Liru Chang, MBA Roy Hall Kobus Kleyn, CFP Scott S. Paterick, CLU, ChFC

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Frequently Asked Questions

How long is this episode of MDRT Podcast?

This episode is 6 minutes long.

When was this MDRT Podcast episode published?

This episode was published on November 1, 2016.

What is this episode about?

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation. You’ll hear from: Liru Chang, MBA Roy...

Can I download this MDRT Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.