“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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
