Top four 2019 MDRT videos
MDRT members know that success is repeatable and shareable. It’s not about secrets or blind luck. A cornerstone of MDRT is to share what’s worked well and keep learning from...
Tag Archives: sales ideas
Questions that build better financial futures
Questions are powerful. They allow financial advisors to understand their clients and their loved ones better and, therefore, create better-protected financial futures for them. Questions also can evoke a moment...
Easy analogies for explaining insurance
Sometimes clients don’t fully understand the value of life insurance or other financial products that protect their future income. When that happens, one method is to compare it to something...
8 unusual places to find high-net-worth clients
The brain of an MDRT member has two sides. The agent side of your brain wants to find businesses or people with a need for insurance. The advisor side of...
4 mentalities to avoid as an advisor
One of the biggest ways MDRT members achieve the success they do is by respecting and valuing client needs. Simon Olive, BSc(Hons), a senior management consultant for AXA Distribution Services,...
3 ways to keep clients happy
As an advisor, it’s important not just to prospect but to maintain an existing client base. W.W. “Buzz” Hankinson, CLU, CFP, a 46-year MDRT member with 25 Court of the Table...
6 ways to be referable
In an ideal world, advisors would constantly generate new clients thanks to other people singing their praises. Of course, that doesn’t always happen. Kevin J. Murphey, M.Ed, RFC, of Hixson, Tennessee,...
How to impress high-income clients
High-income clients are unimpressed with the tried-and-true — any advisor could do that for them. They’re looking for what sets you apart. The late John O. Todd, CLU, 1951 MDRT President,...
5 easy ideas to better connect with clients
Financial advisors won’t stay in business without clients they connect with. Try these five easy ideas from MDRT members around the world to build relationships with clients and prosper. 1) Touching...
3 Top of the Table sales ideas
These three sales ideas have helped take three MDRT members to Top of the Table. 1. “Every May, we invite all of our clients age 55 and over to a senior...
3 lessons about connecting insurance with clients who need it
There are many obstacles that prevent a productive client-advisor relationship. These MDRT members provide experiences that show the importance of connecting with different clients and helping them utilize the necessary...
3 tips to increase your powers of persuasion
You have the best ideas for your clients — now if you could only persuade them to follow your advice! Consider these three tips to be more successful in the...
How to find more insurance solutions for clients
When Brian H. Langford, CFP, CRPC, thought about the dignity of insurance, he became even more motivated to create a system to help clients purchase as much of it as...
2 ideas for mastering your time
While time never stands still, you can alter your approach so you manage it instead of it managing you. Try these two ideas from MDRT members for taking control of...
3 quick ideas to network and prospect
Try one of these ideas about how to network like a pro, get referrals and close the deal on life insurance. Center of attention When you’re part of a circle of people,...
