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....
Tag Archives: sales ideas
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 ways to close the sale
Prospects never breeze into your office and say, “Where do I sign?” As a financial advisor or insurance agent, you must do the work and close the sale. Are you...
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...
Career-enhancing concepts you can use with clients immediately
I am going to share what I have learned from attending MDRT Annual Meetings during the last 30 years. These ideas can change the way you engage with your clients...
Classic marketing ideas with a twist
Some things are so old that they are new again. For instance, vinyl record players, once considered outdated technology, are making a comeback in the modern music scene. The same...
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...
Overcoming ‘Let me think about it’
Is there a financial advisor anywhere in the world who hasn’t heard the response “Let me think about it”? Some might consider this an objection that needs to be overcome....
An essential skill for successful sales results
Most financial advisors have no problem preparing for a routine prospect presentation. They do their homework, find the right avenue to connect with the prospect and make the pitch. But...
Why insurance is a lifeboat everyone needs
When clients don’t understand the importance of insurance, I share this story with them. Before the Titanic’s first voyage in 1912, it was marketed as unsinkable. No one seemed concerned, then,...
3 ideas to make a lasting impression on clients
Try these three ideas to increase your business and calm your mind. Asking for referrals I ask my clients, “Are you satisfied with how I handle your policies?” If the client answers...
Who do high-net-worth people want to know?
Television often portrays high-net-worth individuals as arrogant and intimidating, adding drama to on-screen plots. It’s not reality, though. So there’s no need for financial advisors to steer clear of high-net-worth...
Supercharge your marketing and have fun
Not every prospect becomes your client right away. Does that mean you should forget that person? For me, the answer is no. I’m a financial advisor for the long term...
Avoid the cost of waiting: Ask one more time
The fourth quarter is a challenging time for the insurance and financial services profession as advisors work on completing the year’s goals. Many of us will face objections and delays...
Ideas to motivate clients
Try these Round the Table ideas to motivate your clients to take action and invest in a more financially secure future. A simple budget Younger clients generally don’t think they have enough...