You hope you never get them, but misunderstandings and client complaints can happen. There’s an important business process, though, that can stop them from escalating into ethics complaints. About 95% of...
Besides being financial advisors, we’re also someone else’s client, customer or patient. When you think of those relationships, do you feel like a valued client or just another number? Your answer...
How you communicate with prospects can make a difference in whether or not they become your clients. Try these ideas from MDRT members from around the world to better connect. Your...
Doesn’t everyone want to be treated like family? As an insurance agent or financial advisor, you likely position yourself as a resource within your extended family. What does it mean...
Clients and financial advisors have different perspectives. Even if a product is fantastic, a prospect won’t buy it if they don’t realize they even have a problem. As financial advisors,...
You’ll experience better client retention when you relate well with clients. Try one — or all — of these three ideas from MDRT members to connect better with your clients. The...
Like every profession, people believe in misconceptions about financial advisors and insurance agents. Here are a few of them and how you can counteract them. How you do business. This likely...
Let’s hear it for optimism! As a financial advisor, I loved the start of a new year. From day one, the firm’s biggest producers and I were on the same...
If as a financial advisor you’re not growing as fast as you would like, examine your convictions. A lack of clarity, both for yourself and how you articulate it to...
When I ask financial advisors or insurance agents what their biggest challenge is, the first answers are usually “not getting in front of enough qualified prospects,” “not managing my time...
Despite our best intentions as financial advisors, sometimes we get in our own way with clients. To remove obstacles between yourself and clients, think of yourself as a paid communicator...
Supercharge your ability and speed to reach your goals by learning from others who have traveled kindred roads. Like you, they experienced similar detours and familiar barriers working with prospects...
The primary role model for me was MDRT member John F. Savage, CLU, of Toledo, Ohio, USA. Savage, who is now deceased, was a superb teacher by nature, and I...
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...
There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone...
