5 C’s to be a social media video all-star
Nobody likes to see and hear themselves on video at first, but with practice, anyone can be their best marketing asset. The key is to know how to produce compelling...
Tag Archives: Social Media
3 secrets to enhance credibility and grow a referral-driven client base
“Growing your client base through referrals is an incredibly effective strategy, especially in the field of insurance advising. Not only does it connect advisors with potential clients, but it also...
Social media don’ts: What financial advisors should avoid
For financial advisors, social media can get you in front of people you might otherwise not meet as well as keep you at the top of mind with your clients....
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...
4 questions to help your brand on social media
Knowing what to post on your professional social media pages can be challenging. I have four personal branding questions that I ask myself to craft my social media content. These...
Increase your prospects when you redefine your network
Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. If we redefine prospects by redefining our network, we can grow the...
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...
Wealth is in our ideas
Whenever an MDRT member or MDRT meeting speaker offers ideas for others to use to make their lives and their businesses even a little better, they become part of the...
How to effectively leverage social media
Social media offers a powerhouse of opportunity, but financial advisors worldwide can make mistakes that prevent them from unleashing its true potential. It can be difficult to know what to share...
Client growth through social media
We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware...
Increase client appreciation for financial concepts through storytelling
From having a previous career as a managing partner in an advertising agency, Lester Angelo Reyes, a six-year MDRT from Quezon City, Philippines, says storytelling is his most helpful skill...
From social media marketing disaster to finding more clients
What started out as a marketing disaster for five-year MDRT member Nguyen Thi Thu Dung, of Ho Chi Minh, Vietnam, became an opportunity to educate the public about insurance and...
Don’t lose clients to tech
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
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...
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...
