What sets me apart as an advisor - MDRT Podcast

What this episode covers

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

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Frequently Asked Questions

How long is this episode of MDRT Podcast?

This episode is 15 minutes long.

When was this MDRT Podcast episode published?

This episode was published on July 1, 2020.

What is this episode about?

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...

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.