MDRT Blog

Who is your ideal client? What are the characteristics of the people you need to meet? Joe Thomas, AIF, shares the areas you can address to make an impact on the individuals you want to come in contact with. Presented at the 2017 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

11 keys to impactful networking

Many clients may think they have a financial plan, but what they really have is an investment plan. It is an important distinction, and Aurora L. Tancock, FLMI, CFP, shares how she helps her clients establish goal-based, complimentary financial plans that provide essential strategy for clients and a competitive edge for advisors. Presented at the 2018 Annual Meeting.

Listen to the monthly MDRT Podcast series: @mdrt-podcast

MDRT Blog

Audy C.