4 ways to increase efficiency during the pandemic
It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...
Tag Archives: client service
Selling insurance across cultures
Cultural diversity is a major component of life in big cities. For example, according to Business Insider, as many as 800 languages are spoken in New York City. There are...
Connecting with clients on a personal level during crisis
Right now it is important for us advisors to really give clients their sanity back and help them any way we can. So I tell my clients or my prospects where...
How to strengthen your self-discipline muscles
Never have we needed our self-discipline as much as we do now. A month ago, they told us it would be three weeks of self-quarantining, then it was another three...
Using email to reassure clients in uncertain times
These last couple of weeks have obviously been new for all of us, but I successfully did something in late March that I’m already seeing benefits of. We’ve all gotten...
How to be there when you can’t be there
You may have a team at work. Maybe it’s you and a couple of others. Perhaps you manage the entire office. Either way, you have a certain work flow and...
The benefit of buying gifts for clients based on their personal interests
Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put...
Every problem creates an opportunity
After being in the business as a financial advisor for decades, 32-year MDRT member and MDRT Foundation Past President Brent Kimball, ChFC, CFP, has seen the markets rise and fall...
Building a better videoconference
Having participated in too many videoconferences to count, I can state emphatically that “great” and “videoconference meeting” do not belong in the same sentence, unless that sentence reads “There’s a...
Business books MDRT members recommend
Bill Gates reads about 50 books a year. He’s not alone in his knowledge quest. The world’s most successful business people often cite reading to acquire a depth of knowledge...
What easy client surveys can do for your business
An easy client survey and a few inexpensive gift cards can lead to business improvements and referrals. Here’s how that works for one MDRT member. “Client feedback for me is critical....
Two often-used words that surprisingly scare clients away
The words you choose could be the reason you lose clients. In the financial services profession, “we’re actually very guilty of using terminology that creates a negative perception on the part...
10 reasons why millennials want to be your client
Millennials will continue to dominate the workplace. As they enter their peak earning years, it’s important that we’re able to communicate with them and work with them. Here are 10 reasons...
Embracing a wide variety of diversity
At his previous company, Will Platt, CFP, CFS, was told by his manager he should only call people who looked like him. This did not sit well with the one-year MDRT...
How client advisory boards lead to referrals and a better business
Do you know what your clients really think about you and how they interact with you? Would you ask them? These two MDRT members do by forming client advisory boards....
