You are a financial advisor who is involved in the community. Because of this, whenever you leave your house, you’re on stage with clients or prospects. What does that mean? One...
As a financial advisor, you may encounter estate planning roadblocks with clients. The client may say something like, “I don’t need to write a will. Everything I have will go...
While you’re attending the MDRT Annual Meeting or other conferences, your clients might think you are away on a paid holiday — or they could see it...
You know a lot of people, and they all talk to other people. You might be able to assist some of them if you were their financial advisor. Will they...
We have all heard the sayings, “You get what you pay for” and “Free advice is worth what you paid for it.” My guess is your clients wouldn’t keep shopping...
A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may...
Nonprofits often hold splashy events at the end of the year. Perhaps you’re attending one of these dressy fundraisers filled with strangers, including the high net worth (HNW). How can...
You are a financial advisor in the United States, an insurance agent in Asia or an estate planner in Canada. You want new clients, ideally within the high-net-worth community. You...
The last few months of the year are the gala season for nonprofit organizations in my area. During a four-week period, there are at least four events we will be...
If you’re giving clients and prospects too many choices, they may freeze and not make any decisions because they don’t understand the differences in the choices. They then may pick...
With surprisingly little effort, there are many ways you can enhance your in-person seminars or speaking engagements. One of the advantages of training financial advisors for many years is people...
The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and...
Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that...
It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain...
How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and...
