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  • Turning transactional clients into planning clients in a virtual world

Nov 12 2021 / MDRT EDGE

WATCH 00:08:19

Turning transactional clients into planning clients in a virtual world

Jennifer P. Mann, MBA, CFP, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.

By Jennifer P. Mann, MBA, CFP

Topics Covered

Client service

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