Financial strategies for child-free clients
Milestones in life differ from client to client. While some have goals aligned with marriage and children, others aspire differently. You might find yourself serving clients who are not planning...
Tag Archives: Round the Table
Connect with prospects by using AI to reveal their personalities
In a virtual world, it’s much more difficult to get to know people and build rapport. Yet we are in a relationship business. I’ve been in the profession for more...
2 easy ideas to connect with clients
When clients or prospects don’t understand the value you can offer them, your relationship with them is limited. Increase your connection with clients with these ideas from MDRT members. Like organizing...
MDRT ideas for connecting better with clients
Try these two ideas for building stronger connections with clients, which can lead to trust and referrals. Asking for ‘points of contact’ After every sale, rather than asking for referrals, I ask...
Deliver value with simple tech hack
Would you like a simple way to give your clients more value without selling anything to them? Show them how to set up the emergency contacts on their smartphones. It’s an...
Easy book publishing with tech
Want to boost your brand as a thought leader and resource? Become a digital author with Designrr (designrr.io), an e-book creator. The app has users in 83 countries and can...
3 powerful approaches for connecting with clients
Try one of these tips from MDRT members about communicating and connecting with clients. Save time with templates and dictation We saved a lot of time, and possibly the wage of one...
Social media engagement
When six-year MDRT member Candice Ong first stepped into the social media world, she never imagined that it would account for nearly half of her business within a year. “Imagine waking...
From personal brands to referral strategies: Your Round the Table 2024 favorites
Throughout the year, MDRT members and meeting speakers share their success stories and tips in Round the Table magazine. Following are some of the most popular online magazine articles in...
3 ways to think differently
Creating miracles, helping clients to understand why managing money is more important than making money and seeing past appearances can all be some of the skills it takes to be...
Insurance protection: Talking tragedy vs. dreams
How far should an advisor go to persuade clients to take planning seriously? Darren W. Ulmer, CLP, CLU, had a client who was dithering on writing a will. Knowing that years...
3 must-read books to be at your best
Looking for ways to improve your skills and knowledge? Here are three books recommended by MDRT members to provide insight and guidance. Mesa Para Una by Caro Saracho (Spanish-to-English translation: Table...
From leads to loyalty: 3 strategies for connecting with clients
Connecting with clients and prospects is crucial for finding and keeping clients. Try these ideas from MDRT members to communicate with clients and build critical professional relationships. Financial pyramid When I meet...
Financial planning is about more than numbers
Visitors to our office walk in and see a chalkboard with client photos representing their bucket list accomplishments. This is our bucket list board, and we have a different theme...
When a good idea sticks
The past few years have been a time of major transformation for many in the profession. MDRT members blazed new trails after trying a temporary fix that was so effective...
