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Tag Archives: client communication

Beat the odds: Don’t get fired by widows

Posted on May 24, 2023 by Monty George

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...

Posted in Advising Clients | Tagged Annual Meeting, client communication | Leave a comment

Building rapport remotely

Posted on April 24, 2023 by mdrtadmin

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...

Posted in Advising Clients | Tagged client communication, Round the Table, Social Media, technology | Comments Off on Building rapport remotely

The ‘password’ to turn more referrals into meetings

Posted on March 29, 2023 by Monty George

When I first started as a financial advisor, my agency gave me a standard script to use for making appointments with prospects. I soon realized that most of the people...

Posted in Marketing | Tagged Academy, client communication, communication, referrals | 1 Comment

A strategy for reaching Court of the Table

Posted on September 19, 2022 by Monty George

For me, achieving MDRT’s Court of the Table qualification was a combination of many things, and I found there was an order to how those were done. Since...

Posted in Balanced Living | Tagged client communication, leadership | 3 Comments

Monitor quality to improve your productivity

Posted on September 14, 2022 by mdrtadmin

What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many...

Posted in Advising Clients | Tagged client communication, prospecting, RTT | Comments Off on Monitor quality to improve your productivity

What can cost you clients

Posted on August 17, 2022 by Monty George

People love the word “smart.” We have smart water, smart cars and smart phones, for example.   We also tell clients that we want to be smart with their money, and we...

Posted in Advising Clients | Tagged client communication | 1 Comment

5 questions to qualify your prospect

Posted on March 28, 2022 by Antoinette Tuscano

Not everyone can be turned from a suspect to a prospect, and that’s fine. It’s important to find out, though, early in the process. There are five facts you need...

Posted in Advising Clients | Tagged client communication, prospecting | Comments Off on 5 questions to qualify your prospect

How to keep Zoom calls interesting

Posted on September 5, 2021 by Antoinette Tuscano

Perhaps you can relate to my problem: Once the lockdown started, my wife and I began hosting weekly Zoom calls with friends near and far. We still have Zoom calls...

Posted in Marketing | Tagged client communication | Comments Off on How to keep Zoom calls interesting

How to position an unlimited demand for insurance

Posted on April 19, 2021 by Antoinette Tuscano

Everyone in the world is waiting to get the COVID-19 vaccine. It’s a product with unlimited demand. You know what happens next: Companies will increase production to satisfy demand. You might...

Posted in Advising Clients | Tagged client communication, sales ideas | 2 Comments

11 reasons clients can feel good about getting older

Posted on April 2, 2021 by Antoinette Tuscano

Clients may sound depressed, especially during bad weather and a pandemic. Because of that, they may complain about politics, interest rates, increased utility bills or their health. Many of these...

Posted in Balanced Living | Tagged client communication | 1 Comment

Discussing investing around holidays celebrating loved ones

Posted on February 12, 2021 by mdrtadmin

Love. Most cultures have a day to celebrate it. It’s that special bond people feel for each other, which includes a desire to protect the ones you love. Since you...

Posted in Marketing | Tagged client communication, client strategies, sales ideas | Comments Off on Discussing investing around holidays celebrating loved ones

A shocking statistic that motivates clients to take action

Posted on February 5, 2021 by mdrtadmin

When I go and see someone to sell insurance, what answer will I get when I ask them, “Do you have life insurance?” The majority of the time they say,...

Posted in Advising Clients | Tagged client communication, sales ideas | 4 Comments

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