Why the way you’re asking questions could be wrong
Get better results with these tips from three financial advisors about the right way to ask questions. If you want a positive result from a client, ask the question in a...
Get better results with these tips from three financial advisors about the right way to ask questions. If you want a positive result from a client, ask the question in a...
UPDATE: This post won a 2019 EXCEL award for individual blog post, and the blog won for overall blog as well. It was...
MDRT members share insights about the mentor-mentee relationship. Five-year MDRT member Brenton D. Harrison spent years trying to spend time working with attorneys, even though his mentor, 27-year MDRT member and...
The Australian insurance market is a challenging one — not just for financial advisors to thrive, but to stay in business at all. Yet one MDRT member excelled, and not...
About five years ago, this couple called me to have a meeting, so I met them at their place. The husband was about 50 years old. They had one son,...
The results are in! The following were our top five MDRT Blog posts in 2018 and a few quick ideas from each one to help you have a prosperous 2019. 5)...
By Subhas V. Nathan Subhas V. Nathan Nobody wakes up in the morning and thinks, “I want to buy some insurance today.” Insurance is not a desirable product to buy. It means...
Families are being left unprotected financially because they’re underinsured. For example, almost nine out of 10 Americans agree that most people need life insurance, yet only 60 percent say they...
You create more opportunities to assist your clients when you better understand them. A thorough fact-finder sets the tone for the work you do with clients, and it can assist...
There are some people who you’ll never forget the day you met because that’s the day your life changed. For 1998 MDRT President Gene L. Mahn, CLU, ChFC, that was...
Discipline and goals make up the foundation of success for Tony Gordon and Alessandro Forte, Dip PFS, who have nearly 60 years of Top of the Table qualifications between them. “We...
Throughout the world, people can bypass a financial advisor and go online to buy life insurance. In some Asian countries, this reality seems particularly alarming since the life insurance market...
By Sanjay Tolani, FLMI, MBA My best friend got married and had two beautiful kids. One day she called me and said, “Sanjay, my husband has no insurance. Please, can I...
I’ve been asked what my best mistake was. I hesitate to call this my “best” mistake, because other people’s lives were negatively impacted by my failure. I prefer, instead, to...