Holding clients accountable to ensure they fulfill their goals
We hold our clients accountable, and we hold ourselves accountable. I hold my clients accountable to the goals that they set out, and we truly, truly track them and hold...
Tag Archives: mdrt podcast
Adjusting perspective on your business as the crisis goes on longer
If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...
Why my practice gives out branded teddy bears
We have Mr. Insurance teddy bears. They’re used for clients with children. When clients are pregnant, we will give them the teddy bears, but also we use them for our...
Unexpected opportunities and new perspective for referrals during crisis
Most of the companies here in the Philippines have extended the premium payments for policies during this time of lockdown to 60 days. But there are some clients who saw...
How I’m keeping staff engaged while business recovers
Everyone can feel stressed during a crisis, and that includes your staff. How can you make sure your team stays positive and focused? During a Zoom call on April 28,...
Using A.D.A.P.T. to confront changes in the face of crisis
For me, the hardest thing to consider is that this is the new normal, there is no way out and we just have to deal with it. Now let me...
Connecting with clients on a personal level during crisis
Right now it is important for us advisors to really give clients their sanity back and help them any way we can. So I tell my clients or my prospects where...
The long-term benefit of distinguishing active businesses from inactive businesses
I personally think there are two kinds of businesses: one that is active right now, the other that is not active right now. So I have made a list of...
Using the current climate to refine the distribution of clients’ assets
I think the current situation really puts a fine point on what clients’ mix was going into this. If they were a little hot into the investment side, which a...
More elements worth considering during tumultuous times
There are so many elements to think about right now that it’s easy to overlook something. During a Zoom call on March 26, three MDRT members discussed a variety of...
Using email to reassure clients in uncertain times
These last couple of weeks have obviously been new for all of us, but I successfully did something in late March that I’m already seeing benefits of. We’ve all gotten...
Being flexible and leading by example during a stressful time
I have a small staff, and one of the biggest things I’ve always been an advocate of is being flexible. Now my assistant is at home trying to homeschool a...
How advisors are approaching their biggest challenges during quarantine
You might be struggling with the isolation of being quarantined. Or not having any in-person appointments. Or feeling powerless with family or clients. During a Zoom call on March 26,...
The benefit of buying gifts for clients based on their personal interests
Every year around Thanksgiving, we buy different types of gifts for clients based on what we know about them. Last year, one of the little gift packages that we put...
Ensuring that your CRM is saving time, not costing it
When your business is in a growth phase, it’s really important to tighten up the process. In my business, it’s just me currently. I’m not at a space where I...
