Working with widows
It’s true that 80 percent of husbands die married, but 80 percent of women die single! That’s right, we outlive the guys. Yes, 70 percent of all married women will experience...
Tag Archives: financial planning
How to make time for everything
Here’s something that is easy: Running your own practice, serving on the board of your kids’ school, running an annual event that has raised hundreds of thousands of dollars for...
Maximizing free time by knitting gifts for clients
Some people like just kicking back and watching TV. Heather L. Meszaros, CHS, is not one of these people. The five-year MDRT member from Whitehorse, Yukon, Canada, prefers to use that time...
How an article can provide an ongoing reminder to clients
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...
A very simple way to make clients feel special
Initially it was just an oversight. Beth Lachance Hesson, CLU, CFP, had forgotten to print her cell phone number on her business card, causing her to have to manually write...
Why you can’t take clients’ word for what they already have
***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...
Why you should send some clients random postcards
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...
3 ways to improve connections with millennials
No generation can be summarized with labels. There are stereotypes, and there are realities. That said, there is plenty of reason to note the different ways millennials communicate, at least in...
Connecting with older clients by becoming Santa
More than once, strangers have paid for Beth Lachance Hesson’s, CLU, CFP, order at Canadian staple Tim Horton’s. It’s not totally unexplainable, though — each time, it’s been while the 24-year...
How to help clients through divorce
Finding yourself advising clients going through divorce is not for the faint of heart. The key is to help them move past the emotional turmoil and deal with the assets...
Illustrating that it’s not just about building wealth but protecting it
By Dana Mitchell, CLU, CFP One of our youngest clients on claim — and probably one of the most severe, because if you’ve got a really young claim, then you’ve got...
When clients want to discuss cryptocurrency and you don’t know anything about it
Your client reads the U.S. Securities and Exchange Commission may soon approve bitcoin ETFs and bitcoin futures will start trading on a new platform called Bakkt. She...
3 questions you may have about seminars
By James W. Johnson When doing seminars, first you have to determine what your market is and who is in it. Then, you have to define what you want to accomplish....
6 questions to ask to connect with your niche
It is no secret that there is value in working within a niche market. You focus your clientele, they perceive you as an expert and refer you to others enough...
Want to boost your energy and brain power? Eat this
Early on in her presentation Thursday at the MDRT EDGE in Boston, Massachusetts, nutrition expert and regular “Today Show” contributor Joy Bauer offered a statement that is hard to ignore:...
