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...
Tag Archives: Social Media
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...
Quick wins to get referrals from social media
We need to be where our potential clients are, and nine out of 10 internet users are now on social media. Most of them will spend a whopping 144 minutes...
Innovative ideas for harnessing the power of social media
While there’s nothing comical for financial advisors about attracting prospects, you can use comic books to capture their attention on social media. A sample from one of the comics Glen Winata...
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 innovative ideas to connect better with clients and prospects
Why be like every other financial advisor in your area when you can be unforgettable to clients? Try one of these five creative and fun ideas to showcase your personality...
3 simple tips for compelling marketing on social media
Up until recently, I didn’t consider myself particularly social media savvy. After all, five years ago I didn’t even have an Instagram account. So, I never thought it was possible...
Stop cold calling and attract prospects through social media
For some of the people you’re calling, you’re creating a negative experience. It’s not personal. A telecommunications company surveyed thousands of young people and found that 81% of respondents feel...
5 favorite ideas from the Annual Meeting
Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. 1) Give the referral process a push One of the reasons good clients don’t give referrals is...
Easy ideas for guiding prospects to become clients
Prospects won’t buy when they believe a financial advisor is selling. If, however, a financial advisor can guide prospects toward creating a financial plan that accomplishes their goals, they will...
How to use social media for referrals
When used correctly and with some patience, social media can help you find clients. Here’s how this works for me. I find my clients who are most active on social media...
Encouraging clients to post about you on social media
I’m not from this community. We’ve been here about 14 years, so when we got here, I didn’t know anybody. It’s taken time, but once you build those relationships in...
Avoid the 5 biggest LinkedIn blunders
LinkedIn, with more than 575 million users, is a digital gold mine. Nearly half of those are active users who are posting about their careers, networking and sharing expertise and...
