5 tips to instantly become more innovative
When you have a yen for new ideas or a creative solution to a challenge, using the same tired thinking will simply lead you to the same old ideas you’ve...
When you have a yen for new ideas or a creative solution to a challenge, using the same tired thinking will simply lead you to the same old ideas you’ve...
When clients don’t understand the importance of insurance, I share this story with them. Before the Titanic’s first voyage in 1912, it was marketed as unsinkable. No one seemed concerned, then,...
Let’s assume your selling skills are top of the class and you excel at closing. Do you believe you have good manners though? Could a gap in manners cost you...
The ways MDRT members conduct business have changed substantially around the world during the last two years. In our quest to provide client service during office building closures, social distancing...
When people face a world that is too complex to understand and constantly changing in unexpected ways, they put up barriers of distrust and caution. This environment creates debilitating distress,...
Finding new clients is a constant challenge. With changing COVID guidelines, it can be tricky to meet new people at all, let alone in person. Here are a few ideas...
The pandemic has etched unexpected deep lines in the landscape of many people’s professional and personal lives. Financial advisors in the past few years have likely seen this in some of...
As financial advisors, we’re comfortable with using and explaining the time value of money in our conversations with clients and prospects. It’s a pretty simple and long-standing financial concept that...
Television often portrays high-net-worth individuals as arrogant and intimidating, adding drama to on-screen plots. It’s not reality, though. So there’s no need for financial advisors to steer clear of high-net-worth...
You have some useful — perhaps even life-changing information — you’re presenting to prospects. Perhaps they’re ideas they have never thought of before when it comes to mitigating future risks....
Not every prospect becomes your client right away. Does that mean you should forget that person? For me, the answer is no. I’m a financial advisor for the long term...
Prospects prejudge us in seconds. Their decision to do business with us happens before we get a chance to share our well-rehearsed presentation with them. The good news is we can...
The fourth quarter is a challenging time for the insurance and financial services profession as advisors work on completing the year’s goals. Many of us will face objections and delays...
While hard skills are necessary to keep the business running, soft skills enhance business opportunities. Our profession is mostly about interacting and coordinating with clients and prospects. As a result,...
Try these Round the Table ideas to motivate your clients to take action and invest in a more financially secure future. A simple budget Younger clients generally don’t think they have enough...