When clients insist to pay even when you’ve offered them a free meeting
We do not charge fees at the first meeting. We bring the client in and see what they’re doing and talk to them and then say, “In order to create...
We do not charge fees at the first meeting. We bring the client in and see what they’re doing and talk to them and then say, “In order to create...
If you are an MDRT member, it means that you are a very successful professional. To push your achievement higher and to step up one more level, you have to hire someone to...
Many advisors want to improve their leadership abilities. Drew Dudley, the director of Canada’s largest university leadership development program, recommends a three-step process to determining and executing leadership goals: 1) Identify...
Nowadays, at the end of every one of my phone calls or meetings with a client, I ask, “Do you have any great books that you’ve read over the last couple...
Life can throw curveballs. I discovered this in June 2015 when I was diagnosed with acute lymphoblastic leukemia. I was 37, a husband and a father of two young, beautiful girls, Amber and Gabriella. I...
Right now I need to attract attention from prospects and clients, and sometimes webinars about insurance may only attract other advisors. So I created webinars about non-financial topics. For example, with so many people working from home...
Did you know that 90 million senior-level influencers and 63 million decision-makers use LinkedIn? Here are two effective social media tips you can implement immediately to amplify your brand exposure...
I think clients respect us more when you take a direct approach when discussing income replacement — not to scare them but just to be realistic. One of the questions I...
It’s one thing to succeed; it’s another to maintain that success and produce at Top of the Table levels year after year. These are the first of many steps to...
Your mind plays an essential part in your life, both inside and out of work and, well, everywhere. Because staying sharp and balanced is part of the Whole Person, or...
There are a lot of approaches advisors take to run a successful business. Adam Rex, AIF, CFP, a 10-year MDRT member from Virginia Beach, Virginia, says these five elements have...
I always say we need to over-communicate with our clients, and that’s especially true during bad times. We’ve done virtual lunch-and-learns for our clients. We invite them all to come. The...
When I first started in the business, and also when I first started to come to the MDRT Annual Meeting, I used to look for the one big idea that...
It can be difficult to guide clients away from the wrong path and onto the right one. Joel Wymer, a two-year MDRT member from Kent, Ohio, recommends doing it in...
There’s no job satisfaction in putting everything down that a client ought to be doing and then they don’t do it. Even if they’re willing to come back and pay...