5 strategies to improve client interaction
Advance your practice with these tips from MDRT members. 1) How to get your advice followed by clients It can be difficult to guide clients away from the wrong path and onto...
Advance your practice with these tips from MDRT members. 1) How to get your advice followed by clients It can be difficult to guide clients away from the wrong path and onto...
If you ever get invited to a client’s personal event, one thing you want to do is check with your client and say, “I appreciate this; I’m looking forward to the event. Some people may...
Baby boomers are now transferring trillions of dollars to millennials and Generation Z. This is a trend predicted to continue for the next 20 years, or until $68 trillion is...
All advisors would be happy to increase their income, but it isn’t always a one-step process. Ian Green, Dip PFS, a 23-year MDRT member from London, England, and the 2021...
One of the big things we do every year is review our process and look at who our ideal client is. Then we add 10% or 20% each year to what our ideal client looks like. Then...
Confidence is at the core of professional presence. It is being comfortable in your own shoes. Many of us have experienced the dazzling impact of working with a consummate professional or watching...
I’m not from this community. We’ve been here about 14 years, so when we got here, I didn’t know anybody. It’s taken time, but once you build those relationships in...
One of the great things MDRT did for me was introduce me to the idea of study groups. A group of us would get together and spend a weekend talking...
While at a museum reception, one of the local movers and shakers told me, “My cardiologist is so good, I can never get in to see him.” It made me...
Buyers make decisions based on emotions and then rationalize them based on facts. They tell you what the facts are, but the emotional side of their brain decides. And then it says, “Oh,...
You’re a successful and experienced financial advisor. If you were asked to present to a classroom filled with new advisors about your secrets for success, what would you tell them?...
Some clients will be easier and more enjoyable to work with than others simply because they’re a better fit for who you genuinely are. When you find those clients, you...
Right now I need to attract attention from prospects and clients, and sometimes webinars about insurance may only attract other advisors. So I created webinars about non-financial topics. For example, with so many people working from home...
Did you know that 90 million senior-level influencers and 63 million decision-makers use LinkedIn? Here are two effective social media tips you can implement immediately to amplify your brand exposure...
I always say we need to over-communicate with our clients, and that’s especially true during bad times. We’ve done virtual lunch-and-learns for our clients. We invite them all to come. The...