Guiding clients to a yes
It’s often challenging for prospects and clients to understand the value we as financial advisors can offer them. Clients get overwhelmed and confused by charts, numbers and myriad financial choices....
Tag Archives: video
MDRT favorite videos: Limitation-crushing mindsets
At a certain level in your career, it’s often not a lack of skills holding you back from what you want to achieve but your mindset. Once you develop the...
How to be heard and create better conversations
If I say someone will “never” listen to you, you may bristle at that as you recall all the clients who do listen to you. In fact, there may be...
Create a winning team for you and your client
When you think of yourself as the general manager of your client’s financial plan, you’ll guide the client to successfully achieve their goals and you’ll reach higher levels in your...
How to find all the clients you want
You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best...
Why partnering with specialists on cases is a win for all
In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It...
Green means go
The financial services industry is one of the most amazing and rewarding industries that I’ve ever participated in. I saw the difference financial planning could make when I was a 30-year-old...
Build trust with clients by being a better listener
The simple act of listening to your clients and asking them questions that encourages them to tell you more about their life stories can elevate you to truly a non-transactional...