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Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Unique gifts I give high-net-worth clients

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Manage episode 339764322 series 1030513
Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:25 – Avoiding repetition in gifting 1:54 – Recognizing when high-net-worth clients are charitably inclined 4:43 – Generating client buy-in and fun with regular initiatives 6:06 – Embracing spontaneity for client gifts Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

160 episoder

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Unique gifts I give high-net-worth clients

MDRT Podcast

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Manage episode 339764322 series 1030513
Innhold levert av MDRT Podcast. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MDRT Podcast eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact. You’ll hear from: Aaron Kane, AFA, B Bus Adam Thomas Rex, AIF, CFP Episode breakdown: 0:25 – Avoiding repetition in gifting 1:54 – Recognizing when high-net-worth clients are charitably inclined 4:43 – Generating client buy-in and fun with regular initiatives 6:06 – Embracing spontaneity for client gifts Listen to the monthly series, MDRT Presents: @mdrtpresents
  continue reading

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