Improve client relationships
As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Try these three ideas from MDRT members...
Tag Archives: RTT
3 simple, low-cost ways to connect with potential clients
The most important aspect of a successful financial services business is identifying, nurturing and processing prospects into new clients. I use detailed procedures to ensure this happens in my business,...
Persevering with skeptical referrals
A client was referred to me for help with getting her cancer claim fulfilled. Her agent was no longer servicing her, and the claim was stuck for more than six...
Break a slump by establishing momentum
At some point in their careers, advisors hit a slump. So how do you get out of this rut? An MDRT member shares what he did to rebound. Steven Yam Seng...
Hacks for reaching goals, managing mornings and asking for referrals
Success is often achieved in small, consistent steps. MDRT members share their tips and hacks that make life and work easier for them. Small steps A key to reaching your goals is...
Monitor quality to improve your productivity
What metrics do you use to gauge your performance? Do you count how many people you met? How many cases you closed? How much revenue you generated or how many...
3 quick ideas to increase productivity and sales
To streamline your sales cycle, try these ideas from MDRT members around the world. A compelling future Go away from the old sales techniques and embrace the future of our industry by...
The memorable 3-minute inflation explanation
Inflation has devastating effects on our clients’ savings and investment accounts, and advisors must help them understand why it is a major factor behind our advice to allocate a portion...
Ideas to attract referrals and improve your marketing
Try these ideas from MDRT members around the world to find more clients and build relationships. Reciprocating referrals I mainly work on estate planning for high-net-worth clients. To get to know them,...
Subconscious selling can help advisors get inside the client’s head
When you want to influence people, especially using neuro-selling techniques, ask yourself what worry are you easing, what pleasing experience are you providing and how you can save them some...
