Beat the odds: Don’t get fired by widows
You risk losing recently widowed women as clients, as 70% of widows fire the couple’s advisor after their spouse dies. This impacts many of your clients who are couples since...
Tag Archives: Annual Meeting
Communicate the value of life insurance
We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the...
The keys to connecting with prospects and clients
You can’t connect with prospects or clients if they’re not focused on what you’re saying. You can capture your audience’s attention, though, whether it’s in a client meeting or in...
How to consciously become a powerful leader
Your clients and your staff view you as a leader. Yet, strong leadership does not just happen. You must be intentional in a few key areas. Visibility You must be visible because...
Achieve the success you want
The concept of overnight success is a myth. Hard work, consistency and grit are the key ingredients in achieving our goals, allowing us to do more and be happier while...
5 prosperity mindsets
I believe you achieve true happiness and prosperity by serving others with honesty and sincerity. I believe true success is measured by the lives we impact and the communities we...
Connect better with a powerful question and stories
What do you think is the best question you’ll ever ask anyone? It’s “How did you get started?” This question is so powerful because it prompts people to tell their stories,...
5 secrets to selling consistently
Business planning helped MDRT member Kevin Williams become one of the top earners for his company. Excerpted from his 2022 MDRT Annual Meeting presentation, he shares a few of his...
Enhance inner peace and power: Goals vs. desires
Knowing the difference between a goal and a desire has saved careers and given many financial advisors a new lease on why they do what they do. Yet, many people...
Elevate yourself from salesperson to steward
As a financial advisor, you’re in the knowledge-for-profit business. You think for a living. You’re not selling things; you are promoting the promise of the future. Think about commoditization and...
Career-enhancing concepts you can use with clients immediately
I am going to share what I have learned from attending MDRT Annual Meetings during the last 30 years. These ideas can change the way you engage with your clients...
5 favorite ideas from the Annual Meeting
Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 1) Give the referral process a push One of the reasons good clients don’t give referrals is...
Why MDRT is relevant, essential and meaningful to financial advisors
We never expected the experiences and challenges we have all faced during the last two years. Our businesses, our personal lives and our involvement with each other changed radically in ways...
How to care for the keys to your success
Decades of sales experience taught me about the keys to success. And every one of them has at its heart personal relationships, which is one of the many things I...
MDRT’s extended network of achievers
I joined MDRT about 25 years ago to increase my production as well as become a better insurance advisor, financial planner and businessperson. MDRT delivered on that for me, and...