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Sandro Forte – How to Monitor and Adjust Existing Relationships with Centers of Influence

This is the MDRT podcast. Once you’ve established a connection with the centre of influence, everything should automatically be great moving forward, right? Sometimes yes, sometimes no.  During a zoom conversation in September 2022, Renee Hanson (private wealth adviser, scottsdale, Arizona) and Sandro Forte (CEO, Forte Financial, London, UK) shared how they ensure that their … Continued