Barron's Advisor cover image

Mal Makin’s Underrated—and Understated—Ways to Gain Clients

Barron's Advisor

00:00

I Was the Pfizer Guy

Mal Macan: I was working with a couple who had been clients for about 10 years. They were sitting there in the office one day and they just went paying attention. He said, well Mal, when we leave here, we're going to the Maserati dealer in Fairfield. And he made arrangements for them to go meet with the Porsche dealer. The same thing happened all over again. It wasn't my place to interrupt that relationship. It was my place to be the very best I could be.

Play episode from 17:59
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app