Can you handle your own objection?
As financial advisors, we face objections from prospects all the time. We hear from clients that they have no money, no hurry, no need or no trust. But what about us?...
Tag Archives: Global Conference
Simple ways to build confidence
There are two dominant feelings that usually affect our ability to reach our goals: fear and shame. How do we beat thoughts that bring fear and shame? Many times, it...
Don’t lose clients to tech
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
A metaphor for HNW clients who don’t think they need insurance
If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. I have a bad habit of not bringing an umbrella when I...
How H.I.G.H. and why grow your business
As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who...
The case for making friends across borders
You work hard. As an MDRT member and a financial services professional, you strive to do the best job possible for your clients. You reward yourself by attending the
