3 ways to increase client connections
Every advisor wants to find new methods to connect with clients. These are a few strategies that have been effective for MDRT members: Be the best Create a unique proposition and stick...
Every advisor wants to find new methods to connect with clients. These are a few strategies that have been effective for MDRT members: Be the best Create a unique proposition and stick...
Do you have friends who should logically do business with you, but haven’t taken the hint? You have an extended family and a large circle of friends. Not all will...
Like many highly impactful endeavors, the mission started small. Gareth Alexander, Dip PFS, BSc(Hons), simply needed to expose clients to a new branded portal where they could schedule appointments and view...
In 2006, a client came to see Regina Bedoya, ChFC, CLU, so distraught about the breakdown of her marriage that she had thoughts of ending her life. For the first...
When a prospect or client walks into the office for a meeting with Walton W. Rogers, ChFC, CLU, the first thing they see is a laminated sign in the lobby...
The best time to consider increasing the value of your business is long before you’re ever ready to sell it. “Starting early is the best thing you can do,” said Brian...
One-on-one meetings rarely go from nonexistent or dysfunctional to perfect overnight. For that reason, managers should prepare to overcome a variety of obstacles. Obstacle 1: Employees question the new meeting. Solution: Reduce the surprise...
We all know life throws obstacles at us. We either choose to absorb ourselves in them and become nonproductive, or we can choose to figure out ways to overcome them. We...
UPDATE: This post won a 2019 EXCEL award for individual blog post. See all the winners (including another MDRT Blog item!) here. It’s not often that something...
Most conflicts I’ve seen between couples in the office involve understanding what it costs to run the household. I think one person may look after certain expenses and one person...
I was in Naples, Florida, attending the Top of the Table Annual Meeting, and I recognized the guy next to me on the beach from the meeting. We shot the...
Years ago, I was interviewing for my first sales job. I was sitting across the desk from the vice president of sales. I’d been through a few rounds of the...
I met with a prospect and had my own assumptions about how things were going with him. But it took probably a good year for us to develop trust in...
When I first started out, I would see any client anyplace, anytime and do anything for these people. One day, a client said to me, ‘Would you like a cup...
In 2005, Caterpillar Inc. was already looking at employee engagement before most companies knew what it was. The impact it had was that at its European plant, there was an...