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Million Dollar Round Table

24MDRT-21A: Create Personal Financial Organizers to Manage Client Relationships

24MDRT-21A: Create Personal Financial Organizers to Manage Client Relationships

Focus Session (English)

 

In case of death or disability, the next responsible person on Quennec’s team can use a personal financial organizer to easily manage the client's affairs. He explains what these binders include, how they are created and how they make client communication and planning discussions easier.

Speaker: Alain Quennec

Regular price $14.00 USD
Regular price Sale price $14.00 USD
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