Help retirement clients safely get down the mountain
Obviously, climbing Mount Everest is no small feat. But just as important as getting to the top is safely arriving back down at the bottom. Matthew Blocki, ChFC, CFP, a four-year...
Tag Archives: MDRT
The motivating power of a morning routine
It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
MDRT Gives through its Foundation
By Sally W. Munford, CLU, MSFS Endorsing a grant for an organization you are most passionate about is a typical way members first get involved with the MDRT...
Using a consistent, fact-based approach to explaining pensions
Michael Paul Hosford opens each client meeting by showing his birth certificate, which has asterisks where his dad’s name is supposed to be (now in his late 30s, Hosford only...
Meeting a mentor when you most need one
There are some people who you’ll never forget the day you met because that’s the day your life changed. For 1998 MDRT President Gene L. Mahn, CLU, ChFC, that was...
2 steps to make sure you have the right staff
By Nathan Jamail There is an old (but true) saying: “The best candidate doesn’t always get the job.” If you have ever made a bad hiring decision, don’t worry — you are...
Develop a detailed process to maintain compliance
You’ve probably read numerous articles exhorting you to put a process in place to maintain compliance. The problem is, there are far fewer pieces about how you create a process....
Enhance clients’ understanding using colored pencils and play money
When describing their process, so many advisors come back to the word “education.” So perhaps it is no surprise that Daniel E. Jossen, CFP, has seen such success utilizing a technique...
Do you practice or just fast-forward to the games?
Practice is nobody’s favorite part of performance. The best part is actually utilizing the skills from the simulation in a real-life situation. Yet David John Munson Jr., a one-year MDRT member...
Questions to ask about your social media policy
In modern society, social media is unavoidable. But beyond how much you do or don’t use platforms like LinkedIn and Facebook to connect with clients, how much have you considered...
How to overcome 3 common objections
You finally nailed the appointment and had the chance to outline a plan for a new client. You’re waiting for the round of applause on what you’ve put together, but...
2 target market myths
With a passion for photography and a previous career in education, Scott Roger Lebin, RFC, CWS, would seem to be an unlikely match for the physician market. When you dig...
Use focus to motivate you past disappointment
During a bad time in his dad’s farming business, Jim S. Forbis, ChFC, CLU, asked his father how he remained positive in the face of adversity. The man’s answer: “Son, consider...
3 favorite sales ideas
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Basket of referrals About a month before a client retires, send...
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...
