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You may be standing in your own way for success if you're not keeping up with your clients' evolving needs. Learn about the process MDRT member Rick B. Stanzione, RFC, CSA, uses to meet his clients' changing insurance and financial planning needs at a time when clients are most receptive to his advice. It allows him to consistently reach MDRT's highest level of Top of the Table early in the year -- without prospecting. It also allows him to maintain a 97% client retention rate. Find more insights from MDRT members around the world at https://www.mdrt.org/learn. When MDRT members log in, they’ll see exclusive content. Learn more about MDRT and its family of brands at https://www.mdrt.org/about-MDRT/famil.... You can also find more content in the MDRT Blog at https://www.mdrtblog.org. #MDRT #MDRTideas #MDRTvideo