Look at yourself before you look to a coach
Are you nervous about what a coach might see when exploring what you and your business do well and less well? That’s an effective way of knowing they can help,...
Tag Archives: podcast
Establishing partnerships to round out your services
I think our best innovation recently has been related to the planning arc of our business. We found that our desire was to move up the market and serve higher-net-worth...
Techniques to reach Top of the Table
There are many strategies MDRT members use to reach Top of the Table-level production, and some are simply a matter of small adjustments in perspective. George D. Goulet, TEP, CFSB,...
Unique ways to show clients your appreciation
Most of us want our clients to know we care about them, their families, their experience with us and their general happiness. In my firm, that experience begins the moment...
Creating an effective webinar
The COVID-19 pandemic has changed the way insurance advisors approach and present their ideas to prospects. One of the effective ways is using webinars. Ninety percent of my clients during...
3 C’s of effective checklists
Checklists have transformed the way I do business. Good checklists are about better conversations. Don’t try to gather data or information, net worth statements or income statements using a checklist. Good checklists...
Clients care about your skill, not your age
Michael DeVivo As a 24-year-old advisor, Michael DeVivo didn’t know if an older prospect with considerable wealth would take him seriously. So when the now-30-year-old, one-year MDRT member from Downers Grove,...
