You might think that you can only benefit from connecting with advisors who focus on a similar client base or approach to service. In this episode, members of the MDRT Executive Committee explain why there can be plenty to gain from considering best practices from others, even if there are significant differences in your practice.
You’ll hear from:
MDRT Past President Carol Kheng, ChFC
MDRT President John F. Nichols, CLU, MSM
Episode breakdown:
0:29 – Finding an overlap between your niche and someone else’s
1:23 – Making sure your Cloud space can house all necessary client information
3:53 – Why it’s useful to understand how other advisors handle client situations
Listen to the monthly series, MDRT Presents: @mdrtpresents
