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...
Tag Archives: MDRT
Finding new ways to give clients what they want
Simon D. Lister, Dip PFS, doesn’t usually do webinars. And, technically, he still doesn’t. The 13-year MDRT member from Wymondham, England, has shifted away from his usual in-person seminars to large...
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,...
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...
Toilet paper and teleconferences: A winning formula during a crisis
During the financial crisis of 2008-2009, Bryon A. Holz, ChFC, CLU, wanted to find a way to calm clients’ concerns. So when he mailed information to clients to explain market...
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...
Being proactive to communicate your succession plan to staff
We have clients who have asked us, “Well, what happens if something happens to you?” We found that our clients definitely want to know our business succession plan. But we’ve also...
A tech process one member can’t live without
Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...
3 ways to be unforgettable to clients
With so many advisors competing for clients, it’s important for you to stand out and develop a place in the client’s mind. Here are three ways MDRT members suggest making yourself...
Why it’s beneficial when clients ask questions
It may seem like a good thing when a meeting goes great and a client asks no questions. William Marvin Richardson III, CLU, CFP, a nine-year MDRT member from San...
Business lessons from getting out of your personal comfort zone
Part of why Branden C. Schiralli tests his limits is that when you’re 75 feet underwater pursuing a 40-pound wahoo (that’s a fish, for the landlocked), you’re not thinking about...
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...
The benefits of quiet determination and reliability
Sometimes the smallest decisions can add balance to our lives. For Brent R. Beaudoin, CFP, it’s as simple as not replacing the CD player in his car, which broke about nine...
Does your practice have a mascot?
Four years ago, Brian Haney, CFS, CLTC, was thinking about how his company (founded with his father and in which his younger brother is also a partner) was branded. The...
