Why women will become an even bigger force in the wealth management market
We are about to come into the largest transfer of worldwide wealth in the history of humankind. All of this money has the opportunity to come into your practices or...
Tag Archives: mdrt presents
Making the family your client
This is what I am hearing when I talk to my clients: “I don’t want my kids to fight over our money. I’m concerned that my money might lead to...
One proven way to attract and keep ideal clients
I focus on the retirement market, where most clients are over 55 years of age. We provide them with a few additional true value-added benefits. Most people have no idea...
Practice management strategies to prepare you for the future
This quote is often used to describe Charles Darwin’s work: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting...
Marketing yourself as the expert
Imagine a time when you have a constant stream of new clients charging down your door. These aren’t just any clients either; these are your ideal clients, with good amounts...
How to get luckier with centers of influence
Luck is defined as “success or failure apparently brought by chance rather than one’s own actions.” The key word is “apparent” because it brings into play the fact that not...
Help clients prevent unpreparedness and family difficulties
Consider this question: “Who would be most affected if something were to happen to me tomorrow, and what would that person have to do?” This is not an easy question, but...
Financial coaching for women — prepare for the unexpected
When Dave collapsed in front of Abby, she thought that was the worst thing that could happen, but she was wrong. She ended up with nowhere to live. They had met...
The 5 steps of the buyer journey
Advisors know the importance of recognizing every client as an individual. If you perceive everyone as the same, your service becomes formulaic and clients start to wonder if someone out...
Understand the value of preparation by thinking of yourself like an actor
By Dale W. Martin, CLU, ChFC Think of the last movie you went to. You sat in that comfortable seat with your popcorn and soda. For the next two hours, you...
2 questions to ask clients about estate planning
By Russell Collins, Dip LI The following questions have little to do with the sale of insurance but everything to do with the sale of you. People buy people! These questions are...
