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...
Tag Archives: financial planning
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...
Schedule vacations like appointments
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...
Helping the whole family unplug
A team of people with different skills has a lot of work to do in a short period of time. This may apply to your business. But it also may...
The cycle of connections, contributions and credibility
By Daniel Joseph O’Connell, MBA Social media has really driven my practice, and when I started out doing this, I didn’t anticipate the end result of it. I enjoy writing, so I...
Work-life balance that benefits the whole family
Before discovering the Whole Person concept through MDRT, Adrian Enrique Orozco Silva did not exercise. Ever. He made the usual excuses: He didn’t have time. Not now, at least. He had...
Go-go before you can no-go
A lot of people keep lists on their refrigerator. Groceries to buy, or chores to do. For Robert W. Waddell, RICP, and his wife, the list contains locations where they want...
Do you know about captive insurance?
It will not surprise you that insurance companies — like all businesses, really — do not prefer to take on 100 percent of risk if there is an effective way...
5 simple ways to embrace work-life balance
It’s no surprise that Satish Sharma does a good job of maintaining work-life balance. In fact, on a recent speaking assignment with financial services professionals in the Philippines he spoke...
4 tips to lift your leadership
By Elizabeth McCormick Good leaders are hard to find, and great leaders are even more elusive. Whether there’s a team reporting to you or not, you have the ability to lift...
Make sure clients understand your priorities
Adrian George, CFP, TEP, has service standards at his practice. That means returning phone calls within two hours and emails within four hours. He reserves two evenings per week for...
3 tips to improve your networking
Looking back on his first attempt at networking close to a decade ago, Joe Thomas, AIF, primarily remembers awkwardness. He’d come from a career in software development where human interaction...
3 sales ideas to surprise clients
Stand out from your competition with these ideas: Tailored gifts Send out parenting magazines to new parents, ice cream gift cards for kids’ birthdays, golf balls with clients’ names on them and...
