The latest news from the world of personal finance plus advice for those trying to make the most of their money.
…
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Player FM - Application Podcast
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Mini-episode: My client’s surprise wealth
Manage episode 277657716 series 1030513
Contenu fourni par MDRT Podcast. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par MDRT Podcast ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought. You’ll hear from: Terri E. Krueger Alain Poirier Episode breakdown: 0:28 – When clothes don’t match up with savings 1:59 – Looking beyond the surface for information that other advisors miss 2:53 – Less-than-ideal location becomes home to big winners Listen to the monthly series, MDRT Presents: @mdrtpresents
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149 episodes
Partager
Manage episode 277657716 series 1030513
Contenu fourni par MDRT Podcast. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par MDRT Podcast ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought. You’ll hear from: Terri E. Krueger Alain Poirier Episode breakdown: 0:28 – When clothes don’t match up with savings 1:59 – Looking beyond the surface for information that other advisors miss 2:53 – Less-than-ideal location becomes home to big winners Listen to the monthly series, MDRT Presents: @mdrtpresents
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continue reading
149 episodes
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continue reading
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continue reading
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continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
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continue reading
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continue reading
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continue reading
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
Mettez-vous hors ligne avec l'application Player FM !
