What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.<br><br>
You’ll hear from:<br><br>
Liru Chang, MBA<br>
Kobus Kleyn, CFP <br>
Scott S. Paterick, CLU, ChFC<br><br>
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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. Copyright 2016 Million Dollar Round Table.<br><br>
This example is for educational and information purposes only. Each professional should set his own terms and conditions of engagement with the client through the process of negotiation.