Toilet paper and teleconferences: A winning formula during a crisis
During the financial crisis of 2008-2009, Bryon A. Holz, ChFC, CLU, wanted to find a way to calm clients’ concerns. So when he mailed information to clients to explain market...
Tag Archives: advising clients
Grit: Turning no clients into yes clients
In some areas, the pool of high-net-worth clients appears limited. As a result, competing financial advisors call on the same business owners and other white-collar professionals. Many of those prospective...
Every problem creates an opportunity
After being in the business as a financial advisor for decades, 32-year MDRT member and MDRT Foundation Past President Brent Kimball, ChFC, CFP, has seen the markets rise and fall...
When a client says a policy is too expensive
Stock markets teeter and tumble, jobs come and go — whatever it may be, there are many reasons clients may be concerned about their finances. What do you say to...
Why it’s beneficial when clients ask questions
It may seem like a good thing when a meeting goes great and a client asks no questions. William Marvin Richardson III, CLU, CFP, a nine-year MDRT member from San...
Money follows when you align your business with your beliefs
Offering a watered-down version of yourself instead of letting potential clients know your values upfront is a disservice to yourself and a missed opportunity to align with your clients. Furthermore, attempting...
Dealing with the aftermath of devastation
Facing the worst fires to hit Australia in decades were the loved ones, clients, employees, offices and properties of 16-year MDRT member Matthew Charles Collins. Those not directly affected by...
Help clients prevent unpreparedness and family difficulties
Consider this question: “Who would be most affected if something were to happen to me tomorrow, and what would that person have to do?” This is not an easy question, but...
Top 5 blog posts for 2019
When you stop learning, your business stagnates. Take a few minutes to read our MDRT Blog readers’ five most-read posts in 2019 and keep learning and growing in 2020! 5) 3...
10 reasons why millennials want to be your client
Millennials will continue to dominate the workplace. As they enter their peak earning years, it’s important that we’re able to communicate with them and work with them. Here are 10 reasons...
5 books to grow your career
One way MDRT members worldwide grow is through the books they read. Here are a few of their favorites. “In this world, you’re either growing or you’re dying, so get in...
Handling situations of abuse
A journalist covering a murder trial hears testimony about a controlling husband who was both physically and financially abusive toward his wife, who he is suspected of killing. It reminds...
The benefits of cash flow analysis
Troy A. Collins, ADFP, has clients who earn above-average incomes but still can’t get ahead financially. Not only are they not saving or investing, but they’ve often racked up considerable...
Realizing there could be unspoken dynamics at play with clients
There were a sister and brother who were business partners. I was directing my conversation to the brother, who was engaging more with me and who I assumed was more...
The importance of planning your purpose in retirement
“OK, you want to retire at 55. What are you going to do? You’re retired now; what are you going to do?” A lot of people don’t have an answer for...
