6 tips from the main stage

Some of the best advisors in the financial services profession worldwide offered success-building ideas at MDRT Speaks during the 2016 Annual Meeting in Vancouver, Canada. A few of their ideas are highlighted here.

Tips from some of MDRT’s best:

1) Stay in front of clients. Send out branded tax guides and news updates. From Tracey Karen Diana Devonport, of Houghton, South Africa.

 

2) Prospect up by focusing on your top 20 clients for introductions to new people. From Bruce W. Etherington, CLU, CH.F.C., of Mississauga, Ontario, Canada.

 

3) Maintain your professional image. On social media, let clients know when you sharpen your skills or qualify for MDRT. From Ana Sofia Rodriguez, MBA, of Panama City, Panama. (Watch the video)

 

4) Increase your income by joining a study group and supporting and motivating each other. From Karl Hartey, of Oswestry, England. (Download Study Groups Best Practices)

 

Brian Ashe

Brian Ashe, CLU

5) Ask the right questions and frame them so they’re simple. For example: Where would your income come from if your paychecks stop? If I had a way by which you could continue your income, even if your money was gone, would you like to know more? From Brian Ashe, CLU, of Lisle, Illinois.

 

6) Show your time is valuable. Instead of saying the first meeting with you is free, say, “The first meeting is at my expense.” From Bhupinder S. Anand, ACII, Dip PFS, of London, England. (Watch the video)

 

Written by Antoinette Tuscano, MDRT Content Specialist

 



 

 

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