Being a financial advisor is about character
You need character to buy our products, and you need character to sell our products. When you protect and restore people’s dignity, which is what our products do, it’s a...
Tag Archives: relationships
3 quick ideas for enhancing client relationships
A few of MDRT’s top financial advisors share some simple ideas about how they enhance client relationships. How are you sleeping? In a client visit, if people look or act like they...
Finding your next clients
By Howard E. Sharfman The sales cycle in our business is a roller coaster. There is the all-consuming hard work of planning and producing a great proposal. Then there is the...
How you should emulate the same values as your clients
You assume that your clients will prioritize their family over their work. Elizabeth Dipp Metzger, MSFS, CFP, says it’s a good thing if your clients expect that you will do...
3 tips for working with clients that take financial advisors to the top
Chance plays little role in the steadfast success of financial advisors. It’s about being of value to clients. Following is the advice that, for these multiple Top...
The No. 1 thing buyers and sellers are concerned about when buying a business
By David Grau Jr. Financial advisors looking to buy or sell a practice often ask me how to best determine a practice’s value. While there are a lot of technical answers...
Why it’s worth letting go a little, no matter how hard it may be
Obviously nothing would have kept Jeremy Colombik from being there for the births of his two children. But when the nine-year MDRT member from Raleigh, North Carolina, thinks about his work-life...
Why poor client experiences may be costing you revenue
“The biggest source of lost revenue is the prospect you never knew about,” said David Avrin, author and president of Visibility Coach. The potential client called, but you didn’t answer...
Clients will listen to everything you say when you give them these 3 simple things
If you understand what people want, and you can listen to what they’re saying, especially in first 30 seconds of meeting them, you’ll build trust. If you build trust, people...
Realizing that work-life balance is not just possible but preferable
Everyone has a different definition of what a balanced life looks life. But no one, it is safe to assume, would argue that a schedule consisting of 95 percent work, leaving...
An easy way to know what important people expect from you
If you asked your spouse or your staff how they define the best possible version of you, what do you think they would say? Daniel O’Connell, MBA, a 10-year MDRT member...
When work-life balance means bringing the whole family to dinner with clients
If you work with an individual client, getting together in a room with that person may not be terribly difficult. If you represent 15 members of a family, coordinating in-person meetings...
Using techniques from your practice to throw a huge holiday party for friends and family
When you think about a setting with a great atmosphere, people who have invested in the experience and delegation to ensure all tasks get done, you may not think about...
Enhance your vacation escape by leaving your phone behind
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Seeing your time as important as your physician’s
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
