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How to adjust your practice to accommodate new clients gained in an acquisition
Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those clients. In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group D...
About This Episode
How to adjust your practice to accommodate new clients gained in an acquisition is an episode from MDRT Podcast by MDRT Podcast. Just because you have expanded your book of business doesn’t mean you’re automatically ready to serve all those...
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Episode Details
Published Jun 2, 2025, 00:17:05 long, audio available.
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