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Building rapport remotely

Posted on April 24, 2023 by mdrtadmin

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...

Posted in Advising Clients | Tagged client communication, Round the Table, Social Media, technology | Comments Off on Building rapport remotely

All video is content marketing: 5 rules for greater reach

Posted on February 3, 2023 by Monty George

Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and...

Posted in Marketing | Tagged communications, technology | Comments Off on All video is content marketing: 5 rules for greater reach

Attract clients: Add digital experiences that enhance, not frustrate

Posted on January 23, 2023 by Monty George

How important is your website to prospects? Quite a bit. According to HubSpot, 65% of consumers state that the experience they encounter on a website is a “very important” factor in...

Posted in Marketing | Tagged client commmunication, marketing, technology | Comments Off on Attract clients: Add digital experiences that enhance, not frustrate

Why you’ll be out of business unless you focus on what clients need next

Posted on November 18, 2022 by Monty George

In my long career, I’ve found this important lesson to be true: If the rate of change outside your business is greater than inside your business, you are out of...

Posted in Practice Management | Tagged technology | Comments Off on Why you’ll be out of business unless you focus on what clients need next

Setting the scene for success in virtual prospecting

Posted on November 2, 2022 by Monty George

By taking advantage of online meetings, we can handle any case at any point in the process, no matter where the client is and no matter how busy prospects are. Online...

Posted in Practice Management | Tagged prospecting, technology | Comments Off on Setting the scene for success in virtual prospecting

Encouraging clients to post about you on social media 

Posted on September 16, 2021 by wschmeiser

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...

Posted in Marketing | Tagged marketing, mdrt podcast, Productivity Action Plan, Social Media, technology | 2 Comments

Why we design presentations like a TV show 

Posted on June 22, 2021 by wschmeiser

We sell all the same products. We invest in the same stocks around the world. But what is your process for making sure clients reach their goals?  Here is how we...

Posted in Practice Management | Tagged MDRT, mdrt presents, technology | 1 Comment

Creating webinars focused on timely concerns for clients 

Posted on April 7, 2021 by wschmeiser

Right now I need to attract attention from prospects and clients, and sometimes webinars about insurance may only attract other advisors.  So I created webinars about non-financial topics. For example, with so many people working from home...

Posted in Marketing | Tagged marketing, MDRT, technology | Comments Off on Creating webinars focused on timely concerns for clients 

How to supercharge your networking with technology 

Posted on October 14, 2020 by mdrtadmin

Everybody knows you have to network to bring in new business. But how do you continually meet new people and keep up with potential clients and centers of influence you...

Posted in Practice Management | Tagged networking, technology, time management | Comments Off on How to supercharge your networking with technology 

Creating virtual happy hours for clients to enhance connections

Posted on August 25, 2020 by wschmeiser

When the virus really first became a national concern here, I honestly didn’t think it would change too many things with our practice. But it definitely became more and more...

Posted in Practice Management | Tagged balanced living, marketing, MDRT, mdrt podcast, technology | Comments Off on Creating virtual happy hours for clients to enhance connections

Adjusting perspective on your business as the crisis goes on longer

Posted on July 9, 2020 by wschmeiser

If the economy takes a long time to rebound and we are still social distancing like this, we have to think creatively how we do our business. I believe there...

Posted in Practice Management | Tagged marketing, MDRT, mdrt podcast, practice management, technology | Comments Off on Adjusting perspective on your business as the crisis goes on longer

4 ways to increase efficiency during the pandemic

Posted on July 8, 2020 by wschmeiser

It goes without saying, but let’s say it anyway just in case: If you haven’t changed anything in your business since the start of the global crisis in 2020, you’re...

Posted in Practice Management | Tagged client service, MDRT, practice management, technology | Comments Off on 4 ways to increase efficiency during the pandemic

Virtually working smarter, not harder

Posted on May 29, 2020 by mdrtadmin

While some financial advisors prefer meeting with prospects and clients face-to-face and holding events such as seminars, that’s not always possible or practical. It could be because of social distancing...

Posted in Practice Management | Tagged marketing, technology | Comments Off on Virtually working smarter, not harder

Creating a better version of yourself and your business

Posted on May 25, 2020 by mdrtadmin

In the midst of the current pandemic, many companies are facing great challenges in supporting their employees, who now are mostly working from home (WFH) to adhere to government recommendations....

Posted in Practice Management | Tagged client communications, technology | 1 Comment

A tech process one member can’t live without

Posted on March 27, 2020 by wschmeiser

Ryan J. Pinney likes to joke that he has been conducting business on the internet since before Google was a verb. Except it’s not a joke. Pinney, an 11-year MDRT member...

Posted in Practice Management | Tagged MDRT, mdrt blog, practice management, technology | Comments Off on A tech process one member can’t live without

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