6 steps to publishing a book to inspire others and generate sales
Publishing can help you elevate your image and marketability. I have published six books so far, and my Amazon bestseller is called “Is Your Child a Money Master or a...
Tag Archives: MDRT
4 strategies to improve your hiring
Finding the right person for a position is part art and part science. While some people seem to have a gift for finding good people, everyone can improve their success...
What successful people know
We don’t get more hours in the day, and you can’t wish your way into re-wiring your brain. What can you change then to make yourself more successful? How you...
Keeping clients in their home
About two years ago, Elli Schochet, CFP, a now-20-year MDRT member based in Toronto, Ontario, Canada, spoke with a friend’s mother-in-law, whose husband had gone from being a brilliant accountant...
Getting the most out of staff
When you have other staff members in your business, you want to make sure they’re the right people to help your operation thrive. Crawford McGill, CFP, AAMS, a five-year MDRT...
The importance of planning your purpose in retirement
“OK, you want to retire at 55. What are you going to do? You’re retired now; what are you going to do?” A lot of people don’t have an answer for...
2 reasons to outsource your compliance
In 2011, Marc Berube bought another practice, and suddenly the 18-year MDRT member from Laval, Quebec, Canada, had twice as many advisors to manage. He needed help overseeing compliance work,...
4 mentalities to avoid as an advisor
One of the biggest ways MDRT members achieve the success they do is by respecting and valuing client needs. Simon Olive, BSc(Hons), a senior management consultant for AXA Distribution Services,...
3 ways to increase client connections
Every advisor wants to find new methods to connect with clients. These are a few strategies that have been effective for MDRT members: Be the best Create a unique proposition and stick...
Transform friends into clients
Do you have friends who should logically do business with you, but haven’t taken the hint? You have an extended family and a large circle of friends. Not all will...
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...
4 steps to take when creating an app
Like many highly impactful endeavors, the mission started small. Gareth Alexander, Dip PFS, BSc(Hons), simply needed to expose clients to a new branded portal where they could schedule appointments and view...
Get to know 2020 MDRT President Regina Bedoya, ChFC, CLU
In 2006, a client came to see Regina Bedoya, ChFC, CLU, so distraught about the breakdown of her marriage that she had thoughts of ending her life. For the first...
3 ways to keep clients happy
As an advisor, it’s important not just to prospect but to maintain an existing client base. W.W. “Buzz” Hankinson, CLU, CFP, a 46-year MDRT member with 25 Court of the Table...
An easy way to make clients feel special
When a prospect or client walks into the office for a meeting with Walton W. Rogers, ChFC, CLU, the first thing they see is a laminated sign in the lobby...
