Overcoming Challenges Related To Multi-generational Referrals MDRT podcast

Artwork

Personal Finances Lifestyle Business MDRT Don't Get

内容由MDRT Podcast提供。所有播客内容（包括剧集、图形和播客描述）均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

MDRT Podcast « »
Overcoming challenges related to multi-generational referrals

2y ago 13:48

分享

MP3•单集首页

内容由MDRT Podcast提供。所有播客内容（包括剧集、图形和播客描述）均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Can you treat an entire family as if they are an individual client? What decisions might be forgotten in how one generation’s decisions impact another’s? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how they navigate relationships among multiple generations. Episode breakdown: 0:27—Seeing family members as separate clients rather than one unit 1:56—Establishing part of a generational plan that can go overlooked 4:44—Creating a pipeline for a younger client base that’s just as loyal 7:31—Handling a multi-generational referral that may be less than ideal 9:28—Navigating delicate relationships within families Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

154集单集

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

Artwork

Overcoming challenges related to multi-generational referrals

22 subscribers

published 2y ago

分享

MP3•单集首页

内容由MDRT Podcast提供。所有播客内容（包括剧集、图形和播客描述）均由 MDRT Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

Can you treat an entire family as if they are an individual client? What decisions might be forgotten in how one generation’s decisions impact another’s? In this episode, referral coach Bill Cates and MDRT member Tristan Karl Robert Hartey explain how they navigate relationships among multiple generations. Episode breakdown: 0:27—Seeing family members as separate clients rather than one unit 1:56—Establishing part of a generational plan that can go overlooked 4:44—Creating a pipeline for a younger client base that’s just as loyal 7:31—Handling a multi-generational referral that may be less than ideal 9:28—Navigating delicate relationships within families Listen to the monthly series, MDRT Presents: @mdrtpresents

… continue reading

154集单集

#Personal Finances #Lifestyle #Business #MDRT #Don't Get

Minden epizód

×

欢迎使用Player FM

Player FM正在网上搜索高质量的播客，以便您现在享受。它是最好的播客应用程序，适用于安卓、iPhone和网络。注册以跨设备同步订阅。

收听超过500个主题