Serving clients through generations from the heart
To retain clients as well as serve their children and generations beyond, I engage with my clients on a personal level. In fact, most of my clients become longtime friends....
To retain clients as well as serve their children and generations beyond, I engage with my clients on a personal level. In fact, most of my clients become longtime friends....
Sometimes, due to preconceived ideas, prospects and clients do not think they need life insurance or other types of insurance. They then reject financial advisors and life insurance agents who...
When I joined this profession, I was told to prepare a list of names to contact as prospects, and my friends and family should be on the list. I was...
As a young boy, I remember a man coming to my home. He was tall, very well-dressed, book-sophisticated and he drove a shiny blue Cadillac. I was curious about him...
We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the...
When people think about their life, they’re not thinking about life insurance. They’re thinking about putting food on the table and what they must do this week or this year....
The better you understand the culture your clients come from, the more you can help them. For example, Asian clients expect courtesy and respect, but they also appreciate when we...
Healthy competition mixed with encouragement and support pushes financial advisors to succeed in my company, Sagicor Life Jamaica. The main source of this competition and support in my branch office...
One of the best gifts parents can give their children is a strong foundation through a good education. The parents’ income can play a vital role in making this possible....
It was 1988. I was going door to door selling life insurance policies. A few months into the business, I had to deliver my first death claim check. The $10,000 check...
When a chartered accountant with an excellent reputation caught my attention in the newspaper, I decided I’d like to add his name to my client list. I sent him an...
No matter what our cultural backgrounds are, we carry with us a story of family, traditions and values. Where, however, do those values fit when we’re discussing insurance with clients,...
When you stop learning, your business stagnates. Take a few minutes to read our MDRT Blog readers’ five most-read posts in 2019 and keep learning and growing in 2020! 5) 3...
Everyone — male or female — needs a solid financial plan. I believe advisors can double their client base and production by focusing on working women. Too often, though, advisors...
About two years ago, Elli Schochet, CFP, a now-20-year MDRT member based in Toronto, Ontario, Canada, spoke with a friend’s mother-in-law, whose husband had gone from being a brilliant accountant...