5 key principles for growth
Do you have a system for personal and professional growth? A properly structured business can deliver higher revenues, additional profits and a satisfying personal life with far more money, time and...
Tag Archives: prospecting
3 ideas for better client service
To provide excellent client service, try these ideas from MDRT members. Set thrilling goals When you set goals, it is important that they are something you want to do from the bottom...
5 client communication ideas
Get people to call back and gather more referrals with these easy tips. 1. Inner circle referrals When an accident happens, a client might not be able to apply for claims on...
Are you missing out on millennial clients by not making the best use of technology?
Eighty-five percent of millennials are not familiar with the insurance industry, according to a global study, and 65% think it’s an old-fashioned profession lacking innovation and technology. Is it any wonder...
10 things you can do when you don’t feel like working
There are days when your “Get up and go” just “Got up and went.” Every day has the potential to be the best day of your career. As an MDRT...
How you might be driving off high-net-worth prospects
You would like to work with more high-net-worth clients. To do so, you plan how to casually meet more high-net-worth individuals through social connections so you can become friends with...
5 overlooked places to look for prospects
Advisors are looking for new clients. You have a prospecting strategy in place. That’s why you are successful. Yet, sometimes we overlook people who have the potential to be clients. You...
Top 5 online Round the Table articles for 2020
One of MDRT’s most beloved sources of ideas and inspiration is Round the Table magazine. Below are the top five online articles so far this year. Peruse these favorites to...
How communicating the miracle of insurance led to my early success
One of the reasons I joined the financial services profession about three years ago when I was 27 years old was because I wanted people to understand the miracle of...
6 ways to ask for the sale
Many agents and advisors cringe when it’s time to close with a prospect. They wish the prospect would say: “I’m convinced. Where do I sign?” Life doesn’t work that way....
Early warning signs someone is prospecting your client
Your best prospect is someone else’s current client. This works both ways. If you have a client who follows your advice and is a big part of your revenue picture,...
Is it still appropriate to prospect?
Everyone is still working from home. You need to keep the pipeline filled. Some people might wonder: “Can I still cold call?” In places like New York, the answer is...
Do you rate your clients?
When I was spending a lot of time networking, but not seeing any results of those efforts, I decided to create what I call the networking scorecard. It’s a very...
Two often-used words that surprisingly scare clients away
The words you choose could be the reason you lose clients. In the financial services profession, “we’re actually very guilty of using terminology that creates a negative perception on the part...
What to talk about with clients in January
If in January you contact your clients in their 30s to discuss the best way to take withdrawals from their retirement funds, you may find yourself with very few meetings...
