Motivate colleagues by holding yourself accountable
How do you keep your staff members motivated? For Adam Llewellyn Morse, CFP, a nine-year MDRT member from Melbourne, Victoria, Australia, that means verbalizing the things he is going to...
How do you keep your staff members motivated? For Adam Llewellyn Morse, CFP, a nine-year MDRT member from Melbourne, Victoria, Australia, that means verbalizing the things he is going to...
This is one of the major decisions I had to make during my business career. When I started in the financial services profession, I was with a mentor, and she...
If a client asks you to summarize risk management, how would you answer them? According to Thomas Henske, CFP, ChFC, a 21-year MDRT member from New York, New York, USA,...
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...
Clients need to know about long-term care but may be reluctant to consider the thought of declining health in the future. MDRT members have seen success with these strategies to...
With a coach’s help, we’ve done a lot of work around team culture in the last couple years. One of the big things we did was set up a team...
When you have a yen for new ideas or a creative solution to a challenge, using the same tired thinking will simply lead you to the same old ideas you’ve...
It’s important that your clients appreciate the time you spend with them and take all meetings seriously. John P. Fisher, a four-year MDRT member from Downers Grove, Illinois, learned this...
When a client calls to complain and is really irate, you’re taken aback. It’s like, Now what do I do? Almost to a point where you start doubting yourself. And then you go back and review: “OK, this was done.” But at...
We’re all under pressure to deliver. Although you might grumble when your manager asks how much business you closed, it’s important to realize they are under the same pressure from...
While change has always been a constant in the financial services profession, the sudden pivot required in the early months of 2020 at the start of the COVID-19 pandemic tested...
There are many different strategies to establishing a relationship with clients during their first meeting. Kobus Kleyn, CFP, a nine-year MDRT member from Gauteng, South Africa, uses that time to...
For his practice, Adam Llewellyn Morse, CFP, a nine-year MDRT member from Melbourne, Victoria, Australia, hired a new staff member to serve as an office manager and free up Morse...
Advance your practice with these tips from MDRT members. 1) How to get your advice followed by clients It can be difficult to guide clients away from the wrong path and onto...
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...