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Tag Archives: objections

Guiding clients to a yes

Posted on May 17, 2023 by Monty George

It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices....

Posted in Advising Clients | Tagged objections, video | Leave a comment

Moving past client resistance to long-term financial planning

Posted on January 30, 2023 by Monty George

Most of the time, retirement plans and children’s education fund-related products require long-term discipline and consistent financial commitment. This feels challenging for some clients. When I encounter a client who...

Posted in Advising Clients | Tagged objections | Comments Off on Moving past client resistance to long-term financial planning

Top 5 MDRT videos from 2022

Posted on January 11, 2023 by Monty George

Videos about ideas for better client communications topped the list for viewers of MDRT’s YouTube channel for videos posted in 2022. The ideas shared in these videos...

Posted in Advising Clients | Tagged client communications, objections, videos | 1 Comment

How to overcome objections and ensure client satisfaction

Posted on August 24, 2022 by Monty George

As a financial advisor, how you handle objections shows clients how you prioritize their best interests. The following method of objection handling, which is a two-pronged approach of process and...

Posted in Advising Clients | Tagged mindset, objections, Team Lewis | Comments Off on How to overcome objections and ensure client satisfaction

Overcoming ‘Let me think about it’

Posted on May 16, 2022 by Antoinette Tuscano

Is there a financial advisor anywhere in the world who hasn’t heard the response “Let me think about it”? Some might consider this an objection that needs to be overcome....

Posted in Advising Clients | Tagged communications, objections, sales ideas | 2 Comments

Subconscious selling can help advisors get inside the client’s head

Posted on May 13, 2022 by mdrtadmin

When you want to influence people, especially using neuro-selling techniques, ask yourself what worry are you easing, what pleasing experience are you providing and how you can save them some...

Posted in Advising Clients | Tagged communication techniques, objections, prospecting, RTT | Comments Off on Subconscious selling can help advisors get inside the client’s head

Avoid the cost of waiting: Ask one more time

Posted on December 15, 2021 by Antoinette Tuscano

The fourth quarter is a challenging time for the insurance and financial services profession as advisors work on completing the year’s goals. Many of us will face objections and delays...

Posted in Advising Clients | Tagged communications, objections, sales ideas | Comments Off on Avoid the cost of waiting: Ask one more time

3 objections to answer and 1 to ignore

Posted on September 13, 2019 by mdrtadmin

“Success isn’t built by making easy sales,” said 2001 MDRT President and Top of the Table qualifier Tony Gordon, of Bristol, England. “Success comes from losing hard-fought ones and coming...

Posted in Marketing | Tagged communications, objections | 3 Comments

How to overcome 3 common objections

Posted on September 29, 2017 by wschmeiser

You finally nailed the appointment and had the chance to outline a plan for a new client. You’re waiting for the round of applause on what you’ve put together, but...

Posted in Marketing, MDRT | Tagged marketing, MDRT, mdrt blog, objections | 5 Comments

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Guiding clients to a yes

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