Time to retire the word retirement?
What’s in a name? For those entering retirement, the names and language financial advisors use can mean a lot, according to the book “What Retirees Want: A Holistic View of...
Tag Archives: communications
Build better relationships through better questions and a different mindset
You can deepen relationships with your clients, gain more clients and ultimately increase your bottom line — all without spending a dime or working more hours — if you’re willing...
Why you may not be providing the support grieving clients need
For those in the financial services profession, working with grieving families is part of the role. It’s sometimes tricky navigating the quagmire of emotions that can accompany the loss of...
How to help clients’ small businesses survive
One of my clients was having sleepless nights as his business and employees’ morale was badly affected by this pandemic. I knew I could help him so I reached out...
10 responses to whole life insurance objections
You’re a successful insurance professional. The advantages of whole life over term insurance are obvious to you. Yet, that’s not always the case with prospects and clients. They comparison shop...
Powerful phrases for difficult discussions
People who communicate with confidence are calm and in control. They strive to be positive and helpful to get a good result that benefits everyone. However, it can be hard...
Become a go-to advisor with webinars
Early this year, when the world was changing quickly for all of us, we debuted a weekly webinar series that assisted our business-owner clients in their time of need and...
Growing my practice by 40% in challenging times
The pandemic, while undeniably challenging and terrifying, has been a period of incredible personal and professional growth for me. It has required a commitment to innovation and adjustments. My biggest...
5 client communication ideas
Get people to call back and gather more referrals with these easy tips. 1. Inner circle referrals When an accident happens, a client might not be able to apply for claims on...
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...
7 ways to kickstart your prospecting
The pandemic lockdown seems to be an on-again, off-again thing. One day we are eating out and shopping, the next day we are wondering if going to the gym is...
Why you shouldn’t start a conversation with “How are you?”
How would you like a “magic question” or two? Something you could ask that will brighten up any conversation? So many people are depressed, anxious or struggling to make sense of...
How a family record worksheet leads to business
By doing a family record worksheet with my clients, I’ve had a lot of clients and their family members interested in creating their will, trust, and other financial and legal...
Are you missing out on millennial clients by not making the best use of technology?
Eighty-five percent of millennials are not familiar with the insurance industry, according to a global study, and 65% think it’s an old-fashioned profession lacking innovation and technology. Is it any wonder...
Help clients manage risks and navigate an uncertain and complex world
Today’s COVID-19 environment presents an uncertain and complex world. Financial advisors, though, can help clients reinvent their business and navigate this world, said MDRT member Arlyn Tiong Tan, MBA, FChFP,...
