How to wrap up the client’s first meeting and rise above the competition
You’ve had a successful first meeting with a client. Information has been shared, and a rapport has been established. All you need to do is wrap things up in the...
Tag Archives: marketing
Authenticity and expertise win for trending social media videos
There’s only one real rule when it comes to creating short-form video content: Get started today. MDRT members are leveraging vertical video — portrait-style video that fills the entire screen of...
What are the best subject lines to get your emails opened?
You could put maximum effort into an email, but it’s all for naught if the recipient doesn’t open it. In his 2015 Annual Meeting presentation, “New research — communicating in a...
Mastering marketing on a small budget
Part of being a successful financial advisor means standing out in a crowded market. That can feel overwhelming, especially when it’s compounded by strict regulations and tight budgets. Here are a...
3 tips to the Top of the Table
Every MDRT member who makes it to the Top of the Table has thoughts on what brought them there. In his 2016 Annual Meeting presentation “Ten Tips to the Top …...
The value of longevity as a marketing tool
In 2027, the Million Dollar Round Table will celebrate its 100th anniversary. Your company has a history too. Being associated with longevity — whether it’s MDRT, your own business or the company...
9 ways to stay top of mind with clients
In a perfect world, whenever a client has a question or problem that involves money, you want to be the first call they make. How do you stay on their...
8 questions to help you get to know clients
Knowing what to ask when a new client comes into your office is the first step toward meeting their financial needs and developing a long-term relationship. But asking the right...
How seminars give back to the community and build trust
Seminars are beneficial in many areas, including building connections and giving back to the community through education. We partnered with a few organizations so we can offer estate planning seminars in...
How to let new prospects know you are legitimate
Scamming people is big business, and because we’re always on the lookout for scams, we change the way we interact with day-to-day communications. If you are fortunate enough to get...
7 ways to engage with clients over the holidays
How often do you engage with clients? In the wealth management side of the financial services profession, a financial advisor might have less than 100 clients. On the insurance side,...
Components of an ideal lead generation system
We all know the key to achieving sustainable and superior revenue growth year after year is a successful lead generation system. The burning question for most of us is, “How...
What you should have in your waiting area instead of magazines
Picture having to numb your mouth and stomach with chemicals, take a pain medication more addictive than heroin and put a syringe into a tube stretching to the back of...
4 types of E.P.I.C. speech stories
Whether you’re giving a speech or presentation at a seminar, you’re a guest speaker at an event or service club, or at an MDRT meeting, it can be both exhilarating...
Stop being the best-kept secret
In their classic marketing book, “The 22 Immutable Laws of Marketing,” Al Ries and Jack Trout declared, “Be first. If you can’t be first, create a new category in which...
