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...
By taking advantage of online meetings, we can handle any case at any point in the process, no matter where the client is and no matter how busy prospects are. Online...
As I was preparing to present a workshop in Indiana to a room full of young financial advisors, I overheard a small group of them discussing fishing. “Chris,” I called out...
Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of...
What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many...
In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your...
Do you remember your first day of school when you were surrounded by new faces and how overwhelming that felt? Eventually, you made friends and felt more comfortable. Now let’s...
All advisors have been in a situation when they just can’t get certain prospects to return their calls and address whether they want to do business together. Dharmesh Goel, a...
In the financial services world, we are faced with issues of not being trusted and then of prospects receiving an avalanche of indistinguishable blurry marketing messages. How do you overcome...
