How can you connect your own needs and preferences with the clientele you work with? In this episode, MDRT members explain how they prioritize honesty and match what they give with what they get back.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:






Listen to the monthly series, MDRT Presents: @mdrtpresents

– Choosing to work with honest people that you like

– When you learn that taking on a client was a mistake

– Being honest when a client is occupying too much of your time

– Adding questions to identify potential red flags in a client

– Adjusting your approach when clients are reluctant to provide the information you need

Success stories from reopening my office – or keeping it closed

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 podcast@mdrt.org. 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.