Leave your desk, and find your edge: Why you should attend conferences
Attending MDRT meetings is more than listening to speakers and seeing friends. While meetings and conferences take you away from the office for the short term, they...
Tag Archives: MDRT meetings
7 steps to drive trusting relationships and build loyalty for life
Long-term client relationships are often the foundation of a fulfilling and successful practice for financial advisors. Yet, building those relationships takes skill and care. Researchers found that relationships go the...
5 reasons to stay in touch with people after conferences
You are a top financial advisor and attend MDRT meetings. Your company also holds conferences that you attend as well as other regional professional meetings. These are often...
Increase your sales four times with personal recommendations
In today’s information age, referrals, which were our lifeline as financial advisors for decades, are dead. Everyone has everyone else’s name and number. The good news, though, is that referrals...
Fresh ways to start a conversation with prospects anytime
In this fast-moving world where our attention span becomes ever shorter, the first minute of conversations becomes key in turning your prospects into potential clients. Here are two analogies I...
