Help your clients plan for their income in retirement
By Clay Gillespie, CFP, CIM In my practice, I deal with clients who are retired or close to being retired. For marketing purposes, my No. 1 prospect is someone five years...
Tag Archives: MDRT
The unexpected clarity and comfort of a fee-based practice
When facing regulation, it can be easy to focus on what seem to be difficult changes and a wide variety of moving parts. In fact, adapting to a regulatory environment can...
Using techniques from your practice to throw a huge holiday party for friends and family
When you think about a setting with a great atmosphere, people who have invested in the experience and delegation to ensure all tasks get done, you may not think about...
The impact of a disability waiver
Wallene T. Leek, LUTCF, LTCP, was new to the financial services profession in 2001 when she met a young woman named Kelley at church. Kelley was just getting started in...
Why getting the prospect’s information is more important than giving them yours
By Michael DeVivo It always seems like the time when I really should have a business card on me is when I never do. And when I have a stack on...
MDRT’s top 3 most-listened podcasts of 2017
Have you heard that 2017 is almost over? We can’t believe it either. Part of what makes the end of the year great is looking back on highlights from the past...
Showing respect and the fast passage of time to millennial clients
Travis D. Manning, CFP, CLU, has seen increased engagement from many millennial clients. The eight-year MDRT member from Caledonia, Ontario, Canada, also recognizes the importance of respecting the knowledge they...
3 wildly inaccurate predictions to reinforce the value of consistency
At one point or another, we think there are elements about the future that we can predict. And we have all been wrong about those predictions. In his 2016 Annual Meeting...
Should you hire a lion, a beaver, an otter or a golden retriever?
How do you identify a person’s personality type during a job interview? How do you understand how well they will fit with the team? Chances are, you won’t know without some...
Simple steps for time management
“There are never enough hours in the day.” “Time is of the essence.” “Time is money.” There are so many clichés about having limited time and the importance of maximizing our...
The value of referrals and targeted marketing in a regulatory environment
Among the many possible impacts of regulation is the need to adjust your client base. So while compliance creates new context for who you do and do not work with,...
Enhance your vacation escape by leaving your phone behind
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Seeing your time as important as your physician’s
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
Avoid these two problem areas when hiring
It’s no secret that having the right staff is a crucial part of a successful business. Yet it is not easy to know how to find the best person to...
The winning perspective vs. the whining perspective
It’s no secret that perspective counts for a lot. Virtually everything is defined by the way you perceive it. That is why, said financial services veteran James W. Ruta, BA, RHU,...
