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,...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
Karl John Krokosinski no longer has children living at home. But the 36-year MDRT member from Vancouver, British Columbia, Canada, still operates like he did when his five kids were still...
