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:...
Tag Archives: financial planning
What the 2018 U.S. midterm election results could mean for financial services
After Tuesday’s midterm elections, the bold points were simple: Democrats took control of the House, while Republicans maintained control of the Senate. What that means for advisors and their clients, though,...
Tax planning differentiates you from other advisors
If you’re not helping clients plan what they pay in future taxes, eventually “your clients will find someone else who will,” said six-year MDRT member Kasey Massatti in her 2018...
Only donate time that you actually have to give
It is of course fantastic to volunteer for organizations you want to support. Brian P. Walsh, CLU, ChFC, contributes to several, serving as Secretary for the MDRT Foundation and volunteering...
An important lesson on how not to evaluate a potential client
By Subash Chatrooghoon, Dip FP During my junior advisory years, a memorable referral came to my attention: Mr. G, who made curtains. Not knowing much else about him, I scheduled an...
Changing the language of referrals
In 1997, I worked with a CEO. At the beginning of our time together, I insured him and his family with high coverages. Then we did a group major medical...
2 face-to-face marketing ideas
By Gail B. Goodman With prospects answering the phone less and less often, advisors can always use opportunities to engage with people in person. Consider these two approaches: Small business breakfasts: Do...
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...
Understand what PR agencies will actually do for you
By Tony Gordon I have always been a believer in public relations; find a good local agency, and ask them how they can help you by getting your name out there....
Why clients pay fees and wait months to see this advisor
What started as a problem for three-year MDRT member Leanne Barbara Bull, CFP, Dip FP, eventually led to why she has a long waiting list of referrals she didn’t ask...
The benefits of posting client profiles
You want clients to understand that you sincerely want to know them. But have you thought about how you can share what you learn about them with the public? In his...
When a client suddenly discloses $19,000 of credit-card debt
By Daniel Evan Jossen, CFP I’m meeting with people who have been great clients for years. They have excess money, and we are looking where to put it. For the nth...
Fill an overlooked income gap with critical illness insurance
Financial advisors have a fiduciary responsibility to work in their clients’ best interest and document everything. It also keeps advisors in good standing with regulators. “Don’t chase a policy count,” said...
Double the champagne, increase the clientele even more
Your client is getting married. You want to send them a bottle of champagne. Why not send a bottle that’s twice as large (and personalized with your name on it)? It’s...
Increase your credibility through an easy-to-create video series
Adrian George, CFP, TEP, wanted to reach out to all of his clients on a regular basis with relevant information, but the eight-year MDRT member from Calgary, Alberta, Canada, perceived...
