Mini-episode: Ways that I show gratitude to clients
Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation.\n\nYou\u2019ll hear from:\n\nTerri E. Krueger\nMark D. Olson, MSFS, CFP\nAlain Poirier\n\nEpisode breakdown:\n\n0:26 \u2013 What gifts are offered for new clients\n1:04 \u2013 Creating your own wine and labeling it with your practice\n1:48 \u2013 A mix special events and corresponding gifts\n2:16 \u2013 Documenting client interests and providing gifts accordingly\n\nListen to the monthly series, MDRT Presents: @mdrtpresents