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154 Jaksot

  1. Make the most of the client’s first meeting

    Julkaistiin: 1.11.2016

  2. Can social media benefit your business?

    Julkaistiin: 3.10.2016

  3. When to say goodbye to a client

    Julkaistiin: 1.9.2016

  4. Strategies to handle objections

    Julkaistiin: 1.8.2016

  5. Complying and determining fees based on the DOL fiduciary rule

    Julkaistiin: 25.7.2016

  6. Preparing for the DOL fiduciary rule

    Julkaistiin: 20.7.2016

  7. Global producers discuss the DOL fiduciary rule

    Julkaistiin: 11.7.2016

  8. Stand out to clients

    Julkaistiin: 1.7.2016

  9. How to find the right staff member

    Julkaistiin: 1.6.2016

  10. Episode 5: Differentiating your agency to attract the right advisors

    Julkaistiin: 9.5.2016

  11. Meet the Nominee: Regina Bedoya

    Julkaistiin: 2.5.2016

  12. Episode 4: Training and technology know-how

    Julkaistiin: 14.4.2016

  13. Positioning fair compensation with clients

    Julkaistiin: 1.4.2016

  14. Episode 3: Predicting the future of financial services

    Julkaistiin: 18.3.2016

  15. Navigating Clients' Emotions

    Julkaistiin: 1.3.2016

  16. Agency Principal Series: Episode 2

    Julkaistiin: 8.2.2016

  17. Looking Forward to the Unknown: Eszylfie Taylor

    Julkaistiin: 1.2.2016

  18. Agency Principal Series: Episode 1

    Julkaistiin: 7.1.2016

  19. Jumping Into Things: Alison Murdock

    Julkaistiin: 5.1.2016

  20. How to Get Clients and Keep Them Happy

    Julkaistiin: 4.12.2015

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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Examples are for educational purposes only. Copyright Million Dollar Round Table.
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