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Tag Archives: PAP2021

How to solve one of your biggest problems with prospects

Posted on December 17, 2021 by Antoinette Tuscano

Prospects prejudge us in seconds. Their decision to do business with us happens before we get a chance to share our well-rehearsed presentation with them. The good news is we can...

Posted in Advising Clients | Tagged communications, PAP2021 | Comments Off on How to solve one of your biggest problems with prospects

The detrimental impact in offices of exclusion

Posted on October 26, 2021 by mdrtadmin

Managing and leading teams is complex and requires care and effort. We shouldn’t try to simplify the work by relying on job descriptions and performance reviews to enforce a desired...

Posted in Balanced Living | Tagged balanced living, PAP2021, staffing | Comments Off on The detrimental impact in offices of exclusion

Appropriate procedures when invited to a client event 

Posted on October 21, 2021 by wschmeiser

If you ever get invited to a client’s personal event, one thing you want to do is check with your client and say, “I appreciate this; I’m looking forward to the event. Some people may...

Posted in Marketing | Tagged marketing, mdrt podcast, PAP2021, referrals | Comments Off on Appropriate procedures when invited to a client event 

Closing more than your competition

Posted on October 17, 2021 by Antoinette Tuscano

Baby boomers are now transferring trillions of dollars to millennials and Generation Z. This is a trend predicted to continue for the next 20 years, or until $68 trillion is...

Posted in Marketing | Tagged marketing, PAP2021 | Comments Off on Closing more than your competition

A simple way to target your referrals 

Posted on October 3, 2021 by wschmeiser

One of the big things we do every year is review our process and look at who our ideal client is. Then we add 10% or 20% each year to what our ideal client looks like. Then...

Posted in Marketing | Tagged marketing, MDRT, mdrt podcast, PAP2021, referrals | Comments Off on A simple way to target your referrals 

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How to solve one of your biggest problems with prospects

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