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...
Tag Archives: Round the 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...
The importance of understanding underwriting better
When you trained to be a financial advisor, you learned how to find and solicit prospects, discover their gaps of need and close the sale. But your regimen probably did...
Is AI putting your future at risk?
Artificial intelligence (AI), to some, is the bad genie that will unleash disinformation, job losses and other chaos onto mankind. For Jonathan Peter Kestle, CLU, B Com, ChatGPT is like a college intern...
Surpassing expectations
The COVID-19 pandemic pushed many people to realize that life and death can be incredibly unpredictable, and insurance is a crucial way to protect yourself from the unknown. Yet, just because...
3 ideas for finding more clients
Try out these ideas from MDRT members around the world to keep your pipeline of clients flowing. Prospecting tool I use a service called Copilot AI for automated digital prospecting through LinkedIn....
Building rapport remotely
There’s a reason no one prefers to have a long-distance relationship. The feeling of being in the same room as someone is much different than being separated by a phone...
5 quick tips for standing out to clients and referrals
Small continuous improvements and trying ideas that have worked for other financial advisors can keep you moving toward greater success. Try these quick-hit ideas from around the world about referrals,...
3 tips for serving single mothers
“I know a lot of single mothers who feel people view them as a failure for putting careers and goals aside to take care of their children,” Luviminda Sacro, a...
Boost client service and your success
Success as a financial advisor is not accidental. There are deliberate steps taken to increase productivity and efficiency. Try these three ideas when working with clients to take you to...
Successfully selling when you’re an introvert
Johan Fanggara, CFP, was ready to commit to a full-time career selling insurance, but he had one problem — he was a self-described introvert, in a profession often better suited...
How to get qualified prospects through an online brand
When I joined the financial services profession in 2011, the biggest challenge I faced was how to succeed with a limited marketing budget in the face of overwhelming competition. I...
