Throughout the year, MDRT members and meeting speakers share their success stories and tips in Round the Table magazine. Following are some of the most popular online magazine articles in 2024, including a roundup of tech and timesaving hacks.
Reaching for Top of the Table
Top of the Table members share how they overcame difficulties to reach new heights in business as they explain how you can replicate their success.
Personal brand creation
A great personal brand is not self-centered but service centered,” said Rory Vaden, a leading expert on the psychology of influence and co-founder of Brand Builders Group. “The irony is that your personal brand is not about you. It’s about how you serve others,” he said.
Five strategies to get referred up
Clients may often refer you down to prospects on the economic ladder instead of up. Read two key elements for getting referred up to high-net-worth clients, including the right strategies and the right words.
Ask clients good questions, get involved and experience personal growth
Read 11 ways to impress clients, create memorable meetings and achieve your goals, including this idea:
Learn how clients learn
When I meet a client for the first time, one of the questions I ask is, “What’s the best way for you to take information in?” When I discover certain planning opportunities for them that I know will be complex, I ask, “Are you visual? Do you need to see graphs? Do you need to get a lot of detail and information? Do you prefer email? Do you prefer phone calls?” It’s really finding out what works for them, and whatever they answer, we work with. As time goes by, you learn how they learn.
—Elke Rubach, LL.M., CLU, Toronto, Ontario, Canada, seven-year MDRT member
Silence the spam
You’ll find tips and tools that help you remove spam as well as gadgets such as multitasking polarized sunglasses that allow you to take phone calls via Bluetooth and listen to music.
