Tell clients about your recent conference experience
If you’ve recently gone to an MDRT meeting or other professional conference, should you tell your clients? The answer is an overwhelming yes! If your client works in the corporate world,...
Tag Archives: Bryce Sanders
6 ways to stay on your client’s radar
If the worst thing a client can tell their financial advisor is “I am moving my account to another advisor,” the second-worst thing is, “You only call when you want...
How to start conversations with strangers at social events
Networking with high-net-worth individuals can be easier than it sounds. In many communities, the charity and nonprofit sectors become a great entry point because you’re united in support of a...
How too many options leads to zero client decisions
Giving investment and insurance clients a lot of choices sounds like a good strategy, but it may backfire, leading to clients not making any decisions. While it is important to acknowledge...
How giving back builds powerful networks
Volunteering with a nonprofit or local charity can be a simple, cost-effective way to get your foot in the door with the local high-net-worth community while, just as importantly, you...
The value of longevity as a marketing tool
In 2027, the Million Dollar Round Table will celebrate its 100th anniversary. Your company has a history too. Being associated with longevity — whether it’s MDRT, your own business or the company...
Leave your desk, and find your edge: Why you should attend conferences
Attending MDRT meetings is more than listening to speakers and seeing friends. While meetings and conferences take you away from the office for the short term, they...
9 ways to stay top of mind with clients
In a perfect world, whenever a client has a question or problem that involves money, you want to be the first call they make. How do you stay on their...
Mastering meaningful and productive follow-ups
“Let me think about it” is something we’ve all heard from clients. So, you follow up a week later with a phone call, and they’re still thinking. Every time you...
11 ways to prepare for attending a conference
Being a financial advisor can be lonely. Professional conferences can be a bright spot on the horizon. Companies set up regional and national conferences. There are other professional conferences as...
How to let new prospects know you are legitimate
Scamming people is big business, and because we’re always on the lookout for scams, we change the way we interact with day-to-day communications. If you are fortunate enough to get...
7 ways to engage with clients over the holidays
How often do you engage with clients? In the wealth management side of the financial services profession, a financial advisor might have less than 100 clients. On the insurance side,...
5 reasons to stay in touch with people after conferences
You are a top financial advisor and attend MDRT meetings. Your company also holds conferences that you attend as well as other regional professional meetings. These are often...
Identifying a problem leads to getting the sale
Insurance is not an impulse purchase. It doesn’t go on clearance or get offered as a two-for-one sale. If a person cannot see the need, they are unlikely to buy....
7 ideas to push past career plateaus
When you qualify for MDRT, it earns recognition from your peers. Yet you may soon realize that qualifying is only the beginning. At MDRT, you meet financial advisors working at...
