How your personal brand shapes your value for clients
Great brands are shaped less from advertising, a company logo or by products and services and more so from the attributes that make a company stand out from the competition....
Great brands are shaped less from advertising, a company logo or by products and services and more so from the attributes that make a company stand out from the competition....
Everyone wants high-net-worth clients. The challenge becomes letting them know who you are and how you can help them. One way to get on their radar is to be the...
Let’s hear it for optimism! As a financial advisor, I loved the start of a new year. From day one, the firm’s biggest producers and I were on the same...
The best ideas withstand the test of time. One of the best techniques to encourage a person you meet socially to open up is with a strategy known as FORM. Let’s...
Why don’t your friends and clients send referrals? The answer might be so ridiculous that it is not obvious. Simply, they may be unaware you are accepting new clients. There...
Sometimes it’s easier to bring up business with strangers than friends. If people you don’t know tell you to “get lost,” it’s no big deal because you will probably never...
As a financial advisor or agent, you may do research to discover who in your area has assets and money in motion to fill your prospecting pipeline. You might seek...
Toward the beginning of his 2015 MDRT Annual Meeting ConneXion Zone presentation, Seth Groff of Assurity Life cited Voltaire’s quote about judging people by their questions, not their answers. If clients...
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...
Financial advisors need new clients. To do this, they need to keep their prospecting pipeline filled. Financial advisors, coaches and other experts often offer systems for this. It can be...
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...
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...
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...
When COVID-19 happened in 2020, we had a lockdown for two months in Singapore. It was tough, but the year 2020 was the first time I qualified for Court of...
For decades, MDRT members, including industry legends, stood on the Main Platform of the MDRT Annual Meeting before thousands of their colleagues to generously share the ideas...