Digital nomads are an incredible phenomenon. There are approximately 40 million worldwide, and they can live and work almost anywhere with high-speed internet, from countries in Central and North America...
Picture having to numb your mouth and stomach with chemicals, take a pain medication more addictive than heroin and put a syringe into a tube stretching to the back of...
Business owners and entrepreneurs often face various challenges in managing financial and asset protection risks, such as income uncertainty, lack of budget for insurance protection and inadequate understanding of long-term...
How can you boil down the big concept of retirement into smaller pieces? In his 2016 Annual Meeting presentation, “4th generation retirement planning,” MDRT Past President Guy E. Baker, MSFS, CLU,...
In theory, you already talked to all of the people closest to you when you were building your business. If you have, in fact, had these conversations and wondered why some...
A few years ago, MDRT Past President Tony Gordon was stopped by another MDRT member who had doubled his production and reached Top of the Table for...
Connecting with prospects, converting them to clients and then keeping them as long-term, happy clients depends on several different components, with communication topping the list. Clients want to feel heard and...
Let’s say you want to donate $100,000 to charity. Would you rather give that amount directly to the organization or withdraw $100,000, pay $40,000 in taxes and have only $60,000...
One of my clients, age 52, was diagnosed with breast cancer and had to undergo surgery. This was shocking news for her and all of her friends, and she found...
If a client offers an objection, sometimes it helps to paint a picture of the future, said William T. Spencer III, CFP, AIF, a 17-year MDRT member from Sudbury, Massachusetts.
Let’s say 100 people call you at the same time. How many of them can you speak to at once? Obviously, only one. That’s why Donald P. Speakman, MSFS, a past...
If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP, breaks down their savings into five areas: Minimum guaranteed income ...
A good client of mine wanted me to start working with his son, who was getting ready to graduate from medical school and had basically graduated debt-free because of his...
Through their imagination, clients can create a mental picture of their future vivid enough to prompt sound financial decisions today. Astute financial advisors guide this important mental journey. Creating a view...
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Spread the knowledge “Create a presentation on the recent updates in...
