No one knows what the future holds. However, the seeds of future possibilities are being sown now. For example, are you surprised when someone contributing nothing to their retirement fund...
Many advisors practice the technique that instead of asking for a referral, they ask for a recommendation. The goal, obviously, is the same. But a small adjustment in language can...
Don’t they know they’re doing it all wrong? You’ve got so much to offer to colleagues or with clients. Yet it seems like people are not listening to your ideas....
Choking under pressure often occurs because we focus too much on the details of what we’re doing, trying to control aspects that should be on autopilot, said Sian Beilock, an...
It doesn’t happen often, but most advisors have experienced this at least a few times: People buy insurance and understand why at the time, but months or years later, they...
Sharing knowledge with other financial advisors from your same city or from a country halfway around the world is a cornerstone of MDRT. What makes up this organization is about...
***This item comes from MDRT’s most-popular podcast of 2018: “A mistake I made in discussing income replacement coverage.” Listen to it here. Sometimes you may ask a client about the...
The results are in! The following were our top five MDRT Blog posts in 2018 and a few quick ideas from each one to help you have a prosperous 2019. 5)...
A lot of advisors send handwritten thank-you notes. The benefit is obvious; handwritten letters are a rarity these days, and it goes a long way to show appreciation. What about sending...
Keeping clients builds business stability. MDRT member Rick B. Stanzione, RFC, CSA, has a 97 percent client-retention rate, which he attributes to holistic planning and following through with clients by...
There are five habits that create success for salespeople and financial advisors, said Bruce Lund, Ph.D., in his 2018 MDRT Annual Meeting presentation. Lund, a business professor and author, has...
Families are being left unprotected financially because they’re underinsured. For example, almost nine out of 10 Americans agree that most people need life insurance, yet only 60 percent say they...
If a prospect searches for you on the internet, what will they find? If a client emails you, what will your response say about you? Jenny Brown, CFP, FChFP, a nine-year MDRT...
It is hard to ask for more than a great client who is a strong believer in both you and the benefits provided by the work you do. However, Shannon Thompson,...
In theory, everyone wants to be an open communicator, engaging with another person rather than just waiting to talk. And with that headline above, you’re likely thinking about the way you...
