Take action to grow your financial practice
Do you want to grow your business, or do you choose to grow your business? Troy, a financial advisor, claimed to be making constant prospecting calls, but he barely netted $60,000...
Tag Archives: business processes
Get more done with productivity tips that work
Most people want to be more efficient and spend more time doing what they love instead of what bogs them down. Yet, multiple small issues and tasks — both planned...
The secret to success: Systems
Systems and routines are important to me. They took me to MDRT’s Top of the Table and gave me more time for my family. Without systems, you hold yourself back...
6 items for your not-to-do list
You may regularly make a to-do list, but how often do you make a not-to-do list? Try these tactics as an unconventional means of pushing yourself toward exceeding expectations, from past...
Create a multi-line practice to maximize business and bonds
If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc, a 16-year member from Marabella, Trinidad and Tobago,...
Unlock more growth with strategic business processes
There may be many times as a financial advisor you wish that you only had to meet with clients. There’s more that goes into being an advisor than that though,...
Make changes before you think you need to
If you could respond to a disruptive environment, would you rather do that when the market was strong and your brand had equity, or when your revenue was flat and...
How to start the year off right
We start off January with a fast-paced kickoff meeting where I’ll bring the entire team together and try to accomplish a couple of things. The first is to remind them...
How to minimize staff miscommunication
Have your staff members ever had a misunderstanding about who was responsible for what? Or have you tried to teach a new employee to do something, only to realize you...
Streamline your way to client satisfaction
To prospects and clients, financial advisors seem to offer similar products. The difference is in client service. In this area, there may be much room for improvement as sometimes we...
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
Does your practice fit the formula of a successful organization?
Whether you’re a new or a veteran advisor, you know that a thriving business relies on a combination of a lot of moving parts. In his 2014 Annual Meeting presentation...
3 ways to close the sale
Prospects never breeze into your office and say, “Where do I sign?” As a financial advisor or insurance agent, you must do the work and close the sale. Are you...
Boost client service and your success
Success as a financial advisor is not accidental. There are deliberate steps taken to increase productivity and efficiency. Try these three ideas when working with clients to take you to...
3 steps to overcome your plateau and boost your productivity
It happens to us all. You’ve worked very hard for a long time, and you’ve made outstanding progress. All of a sudden, though, putting in more effort doesn’t mean more...
