Facing and overcoming our three biggest challenges
All of us have experienced how relationships can be a wonderful source of happiness, joy and abundance in our lives. On the flip side, relationships can equally be a great...
Tag Archives: relationships
3 steps to being a leader
Many advisors want to improve their leadership abilities. Drew Dudley, the director of Canada’s largest university leadership development program, recommends a three-step process to determining and executing leadership goals: 1) Identify...
Scripts to talk about your commitment to ethical practices
One of the biggest challenges in our profession is describing to prospects and new clients our commitment to operating in an ethical and upstanding manner. The MDRT Code of Ethics...
Insurance allows young woman to die with dignity
On October 13, 1998, I received a call that changed my life forever. “Stuart, am I ready to die?” Her name was Juwita, however I used to call her “my sunshine” because...
How to be politely persistent and close more
A financial advisor got a call one day from an old college friend who said, “We’re ready to set up a retirement plan for our company. We want you to...
Working well with an assistant
It’s a typical morning workday, and Tam Kim Fang is preparing breakfast for her assistant. The two will start the day by eating together and chatting about the day ahead....
Powerful phrases for difficult discussions
People who communicate with confidence are calm and in control. They strive to be positive and helpful to get a good result that benefits everyone. However, it can be hard...
How are clients reacting to the pandemic?
MDRT members from around the world shared a few of their clients’ reactions to the pandemic. Aware of their mortality “People are more aware of their mortality and how fragile life is....
Why results alone are not enough
I believe that results alone are not enough. Ethics is a must, values are needed, and sharing and caring for others is essential. This makes you memorable. Consider this: None of...
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...
The high impact of client care packages
“You can’t play small with your decisions and big with your income,” said MDRT member Michael Morrow, CFP. He believes that through thoughtful gift-giving to clients, you demonstrate attention to detail...
Why clients are focusing on insurance during a pandemic
The current pandemic situation has thrown us in India, where I live, into a different way of doing business. For every client before the pandemic, we were practicing two things....
Help clients manage risks and navigate an uncertain and complex world
Today’s COVID-19 environment presents an uncertain and complex world. Financial advisors, though, can help clients reinvent their business and navigate this world, said MDRT member Arlyn Tiong Tan, MBA, FChFP,...
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...
Selling insurance across cultures
Cultural diversity is a major component of life in big cities. For example, according to Business Insider, as many as 800 languages are spoken in New York City. There are...
