Demonstrate your value by redirecting clients to what’s controllable
When the world feels out of control, you help your client — and show your value as a financial advisor — by redirecting their focus from what can’t be controlled...
Tag Archives: client strategies
5 things millennials wish financial advisors knew
Many in Gen Y have cut short or delayed their dreams due to financial hardships caused by the market crash of 2008 and now find themselves on the frontlines of...
3 ideas for reaching more clients
For reaching more clients and overcoming communication barriers, try these simple ideas from MDRT members: 1) A good salesman I like to start all my meetings by telling my clients I understand...
Hit your business reset button now
The business world has changed. Like it or not, we must adapt to the current market conditions or we will struggle professionally. We’ll end up excluded from those who successfully...
3 ideas to easily find more clients
Without clients, of course, you’re out of business. Watch as these three MDRT members share ideas about how to find clients and explain to them the value of protecting the...
Teaching clients who didn’t take your advice
Many people, some of whom may be your clients or prospects, consider insurance products boring. Bonds too. Who needs a cash reserve? Then along comes a steep decline in the...
3 ways to be unforgettable to clients
With so many advisors competing for clients, it’s important for you to stand out and develop a place in the client’s mind. Here are three ways MDRT members suggest making yourself...
Selling insurance when the market is down
Selling life insurance isn’t easy. Some people think they don’t need it. Others think they can buy it cheaper on their own, eliminating the middleman. Interest rates are really low...
When a client says a policy is too expensive
Stock markets teeter and tumble, jobs come and go — whatever it may be, there are many reasons clients may be concerned about their finances. What do you say to...
5 ways to ease clients’ recession fears
Fear promotes more fear. In the economic world, it can lead to market disruption. Recently, threats of a global coronavirus pandemic have led to pronounced market volatility, adding to swings...
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....
Handling objections from corporate clients
When corporate clients aren’t seeing the value of life insurance, 2001 MDRT President Tony Gordon of Bristol, England, says those objections can be handled much like those of clients outside...
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...
Are you overlooking doubling your client base?
Everyone — male or female — needs a solid financial plan. I believe advisors can double their client base and production by focusing on working women. Too often, though, advisors...
The call I’ll never forget
Around November 2013, a client named Lew called now-13-year MDRT member Scott Sorrell, CLU, ChFC. He wanted to double-check his beneficiaries because he had a terminal illness and fewer than three months...
