5 favorite sales ideas
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Prospecting tips Prospecting is a numbers game. The most important numbers...
Tag Archives: marketing
9 strategies for building your prospect pipeline
Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that...
From leads to loyalty: 3 strategies for connecting with clients
Connecting with clients and prospects is crucial for finding and keeping clients. Try these ideas from MDRT members to communicate with clients and build critical professional relationships. Financial pyramid When I meet...
Public speaking venues you may not have thought of for public speaking and prospecting
It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain...
Create a multi-line practice to maximize business and bonds
If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc, a 16-year member from Marabella, Trinidad and Tobago,...
How to effectively leverage social media
Social media offers a powerhouse of opportunity, but financial advisors worldwide can make mistakes that prevent them from unleashing its true potential. It can be difficult to know what to share...
3 strategies for working with millennials
The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L. Hammer, LUTCF, in his presentation at the 2017 Annual Meeting. But there are also...
Increase client appreciation for financial concepts through storytelling
From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes, a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill...
Don’t make these marketing mistakes
Selling insurance, financial planning or investments are some of the first and biggest marketing mistakes financial advisors can make. When you sell these, it means you’re selling the tools and...
Attracting clients with branding
Financial advisors often work in highly saturated markets, leaving prospects unsure of why they should pick one advisor over another. By having a personal brand, though, you’ll stand out from the...
Refining the process of generating Google reviews from clients
We’ve built a cool and better process now around short surveys for clients. Once they do them, I reach out and say, “Hey, do you mind doing us a favor?...
From social media marketing disaster to finding more clients
What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung, of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and...
Do friends and clients know you are accepting new clients?
Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There...
How to spontaneously bring up business with close friends
Sometimes it’s easier to bring up business with strangers than friends. If people you don’t know tell you to “get lost,” it’s no big deal because you will probably never...
The benefits of practicing your referral pitch
With referrals, it is about repetition in some ways; you’ve got to just keep asking. You’re going to feel awkward the first few times you do it, so you might...
