Attracting clients with branding
Financial advisors often work in highly saturated markets, leaving prospects unsure of why they should pick one advisor over another. By having a personal brand, though, you’ll stand out from the...
Tag Archives: target marketing
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....
Get to know 2020 MDRT President Regina Bedoya, ChFC, CLU
In 2006, a client came to see Regina Bedoya, ChFC, CLU, so distraught about the breakdown of her marriage that she had thoughts of ending her life. For the first...
Telling your own story to build your niche
At 22, I couldn’t really relate to being married, having kids and having lots of responsibilities, but I was an athlete in high school and college, and I could relate...
6 questions to ask to connect with your niche
It is no secret that there is value in working within a niche market. You focus your clientele, they perceive you as an expert and refer you to others enough...
