7 books to change how you do business
Books can shift the way we see the world or how we do business. These are a few of the books mentioned by MDRT members and meeting speakers for the...
Tag Archives: advising clients
Working with widows
It’s true that 80 percent of husbands die married, but 80 percent of women die single! That’s right, we outlive the guys. Yes, 70 percent of all married women will experience...
How to help clients through divorce
Finding yourself advising clients going through divorce is not for the faint of heart. The key is to help them move past the emotional turmoil and deal with the assets...
How problems strengthen our business
By Rickson Joel D’Souza Businesses face challenges. Some of those, such as regulations, are not in our control. What’s is in our control, however, is our response. For me, challenges sharpen...
Successful people consistently practice successful habits
There are five habits that create success for salespeople and financial advisors, said Bruce Lund, Ph.D., in his 2018 MDRT Annual Meeting presentation. Lund, a business professor and author, has...
Are 3 common mistakes costing you clients?
By Ali Hashemian, CFP, MBA Sometimes simple oversights, such as the confusing use of jargon, can cost you clients. It could be you’re not getting as many prospective clients contacting you as...
Illustrating that it’s not just about building wealth but protecting it
By Dana Mitchell, CLU, CFP One of our youngest clients on claim — and probably one of the most severe, because if you’ve got a really young claim, then you’ve got...
What the 2018 U.S. midterm election results could mean for financial services
After Tuesday’s midterm elections, the bold points were simple: Democrats took control of the House, while Republicans maintained control of the Senate. What that means for advisors and their clients, though,...
Being a financial advisor is about character
You need character to buy our products, and you need character to sell our products. When you protect and restore people’s dignity, which is what our products do, it’s a...
3 quick ideas for enhancing client relationships
A few of MDRT’s top financial advisors share some simple ideas about how they enhance client relationships. How are you sleeping? In a client visit, if people look or act like they...
Why clients pay fees and wait months to see this advisor
What started as a problem for three-year MDRT member Leanne Barbara Bull, CFP, Dip FP, eventually led to why she has a long waiting list of referrals she didn’t ask...
Do you know about captive insurance?
It will not surprise you that insurance companies — like all businesses, really — do not prefer to take on 100 percent of risk if there is an effective way...
Be referable by helping your clients’ loved ones
5 important things to remember about working with sandwich generation clients
According to a 2013 study by the Pew Research Center, nearly half of U.S. adults age 40-59 have a parent 65 or older while also raising a young child or...
Insurance coverage during wartime
By Satish Sharma In early 1990, I was trying to convince a woman to buy an insurance policy for her husband. They had two daughters, but the woman was absolutely against...
