3 questions you may have about seminars
By James W. Johnson When doing seminars, first you have to determine what your market is and who is in it. Then, you have to define what you want to accomplish....
Tag Archives: mdrt blog
6 questions to ask to connect with your niche
It is no secret that there is value in working within a niche market. You focus your clientele, they perceive you as an expert and refer you to others enough...
Want to boost your energy and brain power? Eat this
Early on in her presentation Thursday at the MDRT EDGE in Boston, Massachusetts, nutrition expert and regular “Today Show” contributor Joy Bauer offered a statement that is hard to ignore:...
What the 2018 U.S. midterm election results could mean for financial services
After Tuesday’s midterm elections, the bold points were simple: Democrats took control of the House, while Republicans maintained control of the Senate. What that means for advisors and their clients, though,...
Only donate time that you actually have to give
It is of course fantastic to volunteer for organizations you want to support. Brian P. Walsh, CLU, ChFC, contributes to several, serving as Secretary for the MDRT Foundation and volunteering...
An important lesson on how not to evaluate a potential client
By Subash Chatrooghoon, Dip FP During my junior advisory years, a memorable referral came to my attention: Mr. G, who made curtains. Not knowing much else about him, I scheduled an...
Changing the language of referrals
In 1997, I worked with a CEO. At the beginning of our time together, I insured him and his family with high coverages. Then we did a group major medical...
2 face-to-face marketing ideas
By Gail B. Goodman With prospects answering the phone less and less often, advisors can always use opportunities to engage with people in person. Consider these two approaches: Small business breakfasts: Do...
Understand what PR agencies will actually do for you
By Tony Gordon I have always been a believer in public relations; find a good local agency, and ask them how they can help you by getting your name out there....
The benefits of posting client profiles
You want clients to understand that you sincerely want to know them. But have you thought about how you can share what you learn about them with the public? In his...
When a client suddenly discloses $19,000 of credit-card debt
By Daniel Evan Jossen, CFP I’m meeting with people who have been great clients for years. They have excess money, and we are looking where to put it. For the nth...
Double the champagne, increase the clientele even more
Your client is getting married. You want to send them a bottle of champagne. Why not send a bottle that’s twice as large (and personalized with your name on it)? It’s...
Increase your credibility through an easy-to-create video series
Adrian George, CFP, TEP, wanted to reach out to all of his clients on a regular basis with relevant information, but the eight-year MDRT member from Calgary, Alberta, Canada, perceived...
Schedule vacations like appointments
Karl John Krokosinski no longer has children living at home. But the 36-year MDRT member from Vancouver, British Columbia, Canada, still operates like he did when his five kids were still...
Putting personality and truth in your out-of-office auto-reply
When going on vacation, most people just prepare a generic out-of-office email response, something to the effect of, “Thank you for your message. I will be out of the office...
