The case for making friends across borders
You work hard. As an MDRT member and a financial services professional, you strive to do the best job possible for your clients. You reward yourself by attending the
Tag Archives: networking
An entry-level strategy for prospecting in community organizations
Many insurance agents and financial advisors have misconceptions about how involvement in the community leads to business. They assume you join an organization, word gets around and people approach you...
How does community involvement lead to business?
Many agents and financial advisors give back to their community. They do it because it is the right thing to do and they’re grateful they can help others. They also...
The best prospecting strategy for success
One year, I heard something at an MDRT Annual Meeting that I really needed to hear at the time, and it stuck with me. I was in a Focus Session where...
3 easy steps for meeting HNW prospects
You might be involved in the community, a guest at a wedding or at a college alumni event. Whatever it may be, you have opportunities to meet many people, including...
5 ways to let people know you are outstanding at what you do
You know you provide a valuable service and help make people’s lives better, but the public also sees what the film and television industry portray — which could be negative...
Catching terrific clients by going where the hungry fish are
As I was preparing to present a workshop in Indiana to a room full of young financial advisors, I overheard a small group of them discussing fishing. “Chris,” I called out...
10 ways to get on someone’s radar
Have you ever come across a person with the potential to be a great prospect? There’s just one problem: You don’t know them. How can you change that? Let’s look deeper....
How to start conversations with strangers at events
Do you remember your first day of school when you were surrounded by new faces and how overwhelming that felt? Eventually, you made friends and felt more comfortable. Now let’s...
Reconnecting with someone you met socially
You have bought into the idea of social prospecting. Having joined a few local organizations likely to attract high-net-worth individuals, you have attended events and met several new people. You...
10 tips to shine at a social event
Focus on the mission. There may be fabulous people, free food and good wine at the event you are attending, but it’s also an opportunity to get in front of...
MDRT’s extended network of achievers
I joined MDRT about 25 years ago to increase my production as well as become a better insurance advisor, financial planner and businessperson. MDRT delivered on that for me, and...
How to work a room with confidence
Confidence is at the core of professional presence. It is being comfortable in your own shoes. Many of us have experienced the dazzling impact of working with a consummate professional or watching...
How to supercharge your networking with technology
Everybody knows you have to network to bring in new business. But how do you continually meet new people and keep up with potential clients and centers of influence you...
7 marketing ideas to increase business
Interested in growing your business by up to 30%? Create a marketing plan that motivates clients, professional advisors and prospective clients to seek your services as well as send you...