Tell clients about your recent conference experience
If you’ve recently gone to an MDRT meeting or other professional conference, should you tell your clients? The answer is an overwhelming yes! If your client works in the corporate world,...
Tag Archives: networking
How to start conversations with strangers at social events
Networking with high-net-worth individuals can be easier than it sounds. In many communities, the charity and nonprofit sectors become a great entry point because you’re united in support of a...
How giving back builds powerful networks
Volunteering with a nonprofit or local charity can be a simple, cost-effective way to get your foot in the door with the local high-net-worth community while, just as importantly, you...
11 ways to prepare for attending a conference
Being a financial advisor can be lonely. Professional conferences can be a bright spot on the horizon. Companies set up regional and national conferences. There are other professional conferences as...
How to succeed and stay a successful financial advisor
Achieving MDRT’s Top of the Table consistently happens when you understand where you most need to focus. Three MDRT Past Presidents discuss what this was for them. Working hard and excellence There...
11 everyday moments that can turn into business opportunities or blunders
You are a financial advisor who is involved in the community. Because of this, whenever you leave your house, you’re on stage with clients or prospects. What does that mean? One...
11 ways to connect with the HNW at events
Nonprofits often hold splashy events at the end of the year. Perhaps you’re attending one of these dressy fundraisers filled with strangers, including the high net worth (HNW). How can...
Make the most of HNW events you paid to attend
The last few months of the year are the gala season for nonprofit organizations in my area. During a four-week period, there are at least four events we will be...
Where to meet people with future client potential
The job of a life insurance agent or financial advisor is often lonely, and it’s difficult too. When it comes to socializing, you might go out with fellow agents and...
Public speaking venues you may not have thought of for public speaking and prospecting
It has been said public speaking is the future of prospecting. If you stand up in a room of 50-plus people and make a good impression, logically you should gain...
The rules of success for community group involvement
How much do people know about you as a financial advisor or life insurance agent? Suppose someone across the room pointed you out. How would that person describe you, and...
Public speaking as an effective marketing tool
Many financial advisors and life insurance agents are natural talkers and storytellers. If this is you, public speaking might be an ideal strategy to raise your visibility as a financial...
7 ways what you do for fun can lead to business
Insurance agents and financial advisors do not work all the time. They have personal lives too. Years ago, I surveyed financial advisors, asking, “What do you do for fun?” When...
Elevating your practice: Meeting the HNW while making a difference
If you want to target the affluent as clients, it makes sense to connect with people with enough money to donate to worthy causes. You can meet them while you’re...
Get prospects to like you first: Meet people through volunteering
Everyone wants high-net-worth clients. The challenge becomes letting them know who you are and how you can help them. One way to get on their radar is to be the...
