Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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How to adjust your practice to accommodate new clients gained in an acquisition
MP3•Episode home
Manage episode 486393836 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard. Episode breakdown: 0:27 – Gaining information to help tailor events around new clients’ hobbies 2:18 – The process of collecting and utilizing those details 3:57 – Why you need to distinguish a client experience from a service model 7:13 – Categorizing clients with more positive labels 9:01 – Creating experiences even for lower-tier clients 11:45 – The challenge of communicating embedded opportunity to a seller 12:32 – Figuring out what’s most important to learn about new clients 15:53 – Applying that to due diligence about your next purchase Listen to the monthly series, MDRT Presents: @mdrtpresents
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168 episodes
MP3•Episode home
Manage episode 486393836 series 1030513
Content provided by MDRT Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MDRT Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain how to ensure that you can match your service to the needs of people who have just come onboard. Episode breakdown: 0:27 – Gaining information to help tailor events around new clients’ hobbies 2:18 – The process of collecting and utilizing those details 3:57 – Why you need to distinguish a client experience from a service model 7:13 – Categorizing clients with more positive labels 9:01 – Creating experiences even for lower-tier clients 11:45 – The challenge of communicating embedded opportunity to a seller 12:32 – Figuring out what’s most important to learn about new clients 15:53 – Applying that to due diligence about your next purchase Listen to the monthly series, MDRT Presents: @mdrtpresents
…
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168 episodes
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