Selena Tonielle Chin sees a lot of competition for clients in her hometown of Kingston, Jamaica. That’s why the six-year MDRT member has always appreciated the importance of standing out...
By Manuel Dy Chuaunsu Jr. Whenever I meet a new client, I have a piece of paper with a big circle drawn in the middle. I draw a stick person in...
When he was just starting out in the financial services profession, Tommy Archer, CFP, found himself acquiring countless index cards identifying people who told him, “I can’t talk right now;...
If your client outreach has long been focused on worthwhile but familiar gestures like birthday cards, perhaps it is time to explore some new ideas. Renee Hanson, CFP, ChFC, a five-year...
By Aaron L. Hammer, LUTCF Millennials are going to continue to dominate the workplace. As they enter their peak earning years, it’s important that we’re able to communicate with them and...
By Michael DeVivo It always seems like the time when I really should have a business card on me is when I never do. And when I have a stack on...
Even the most successful advisors appreciate the value of a good sales idea. These are a few favorites from MDRT members: Basket of referrals About a month before a client retires, send...
There are countless approaches to forming a connection with prospective clients and developing business. For Michael DeVivo, a one-year MDRT member from Downers Grove, Illinois, presenting himself as successful helped...
