Ways that I’m looking out for clients during this crisis

Do clients need help becoming tech-savvy or figuring out where to shop during this time of unexpected challenges? In this episode, MDRT members share how they have helped clients in new ways as the world adapts to a difficult situation. You’ll hear from: Anant Jain, AFP, CFP Miliana, CFP Sherry Lee Ong Episode breakdown: 0:33 – Helping clients get up to speed regarding technology 3:35 – Sharing personal advice instead of seeking any sales 5:37 – Maintaining a positive attitude for people who are struggling 8:31 – Developing better conditions for Zoom calls to enhance client communication Find more resources to help you focus on the here and now: rz.mdrt.org/productivity-kit/ Listen to the monthly series, MDRT Presents: @mdrtpresents

Om Podcasten

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.