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...
Tag Archives: financial planning
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...
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:...
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...
