Are 3 common mistakes costing you clients?
By Ali Hashemian, CFP, MBA Sometimes simple oversights, such as the confusing use of jargon, can cost you clients. It could be you’re not getting as many prospective clients contacting you as...
Tag Archives: communications
3 quick ideas for enhancing client relationships
A few of MDRT’s top financial advisors share some simple ideas about how they enhance client relationships. How are you sleeping? In a client visit, if people look or act like they...
Sell more life insurance with these revealing questions
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...
How to win with clients
Brad Elman, CLU, CLTC By Brad Elman, CLU, CLTC, is a 24-year MDRT member, from Los Altos, California I don’t like to give bad news when a client asks if something is...
5 steps to 50% more sales
Poor communication can cause you to lose up to 50 percent of your sales. You can fix that by making sure clients understand you’re an expert and what you sell...
Why financial advisors should keep an open heart
Stephen Kagawa, FSS, LUTCF, the CEO of The Pacific Bridge Companies, on the importance of truly hearing clients. The phrase I always share, especially with financial advisors who are...
