Finding appropriate ways to discuss insurance at unexpected times

Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:29 – Appropriately sharing a story if someone mentions a topic related to what you do
1:33 – Unexpectedly coming back with new clients after family events
2:32 – Developing new clients around the campfire
4:01 – Making a priority of working with nice people