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Tag Archives: communication

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

The keys to connecting with prospects and clients

Posted on March 15, 2023 by Monty George

You can’t connect with prospects or clients if they’re not focused on what you’re saying. You can capture your audience’s attention, though, whether it’s in a client meeting or in...

Posted in Advising Clients | Tagged Annual Meeting, communication | Comments Off on The keys to connecting with prospects and clients

An essential skill for successful sales results

Posted on May 11, 2022 by Antoinette Tuscano

Most financial advisors have no problem preparing for a routine prospect presentation. They do their homework, find the right avenue to connect with the prospect and make the pitch. But...

Posted in Advising Clients | Tagged client strategies, communication, sales ideas | Comments Off on An essential skill for successful sales results

Why you should look at two types of ROI

Posted on February 1, 2021 by Antoinette Tuscano

Many businesses focus on ROI: return on investment. However, when they don’t get the immediate monetary results they desire, they begin to pull away from marketing. There is another side,...

Posted in Marketing | Tagged communication, Social Media | Comments Off on Why you should look at two types of ROI

Are your clients’ most valuable possessions protected?

Posted on January 8, 2021 by Antoinette Tuscano

To help clients understand what we can do for them as financial advisors, we guide them to identify their problems as well as to attempt to work out the solutions...

Posted in Advising Clients | Tagged communication | 1 Comment

What the pandemic taught me about preparing for storms

Posted on January 6, 2021 by Antoinette Tuscano

Depending on how we choose to look at it, a crisis can bring wisdom. This pandemic is no different. It reminds us of the fragility of life. It also teaches...

Posted in Advising Clients | Tagged communication | Comments Off on What the pandemic taught me about preparing for storms

Five topics to talk about between Christmas and New Year’s

Posted on December 21, 2020 by Antoinette Tuscano

You like talking with your clients when they aren’t stressed. They like talking with you when it’s not about an insurance issue and they don’t think you are trying to...

Posted in Advising Clients | Tagged communication | Comments Off on Five topics to talk about between Christmas and New Year’s

Perceptions matter: How to host professional and inviting video chats

Posted on December 18, 2020 by Antoinette Tuscano

When you see clients in your office, you pay attention to what that environment looks like because you want to make a phenomenal impression. You would never set up folding...

Posted in Marketing | Tagged communication | Comments Off on Perceptions matter: How to host professional and inviting video chats

Creating camaraderie from afar through relationship building for remote teams

Posted on November 25, 2020 by mdrtadmin

As many teams continue to work from home, feelings of isolation and loneliness can build up. Furthermore, it can be difficult to develop feelings of solidarity remotely. As a consequence,...

Posted in Practice Management | Tagged communication, communication strategies | Comments Off on Creating camaraderie from afar through relationship building for remote teams

Safety protocols that can help put clients and staff at ease

Posted on July 30, 2020 by wschmeiser

How can you acknowledge and adjust your office and your communication to deal with concerns related to the pandemic? During a recording of the MDRT Podcast in June, MDRT members...

Posted in Marketing | Tagged communication, MDRT, mdrt podcast, practice management | Comments Off on Safety protocols that can help put clients and staff at ease

Making changes to your office to keep everyone safe

Posted on July 23, 2020 by wschmeiser

It’s an individual’s choice if they want to come to your office, but you’ve got to protect yourself, you’ve got to protect your family, and you’ve got to protect the...

Posted in Practice Management | Tagged client service, communication, MDRT, practice management | Comments Off on Making changes to your office to keep everyone safe

Language to help identify yourself as an expert

Posted on June 2, 2020 by wschmeiser

We have a lot of people that work at a steel mill, and I’ll tell them, “Look, I know what you do for a living. I know that you work...

Posted in Advising Clients | Tagged advisingclients, communication, MDRT, mdrtpodcast, practicemanagement | Comments Off on Language to help identify yourself as an expert

Realizing there could be unspoken dynamics at play with clients

Posted on December 4, 2019 by wschmeiser

There were a sister and brother who were business partners. I was directing my conversation to the brother,  who was engaging more with me and who I assumed was more...

Posted in Advising Clients | Tagged advising clients, communication, MDRT, mdrt blog, practice management | Comments Off on Realizing there could be unspoken dynamics at play with clients

Gaining client trust so they will be honest about their challenges

Posted on May 3, 2019 by wschmeiser

I met with a prospect and had my own assumptions about how things were going with him. But it took probably a good year for us to develop trust in...

Posted in Practice Management | Tagged advising clients, client strategies, communication, communication techniques, financial planning, MDRT, mdrt blog, practice management | 2 Comments

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The ‘password’ to turn more referrals into meetings

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