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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
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Regular price
$14.00 USD
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Sale price
$14.00 USD
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