When clients won’t act: Explain insurance is pennies on the dollar
Sometimes clients don’t understand the price for success is taxes, which their family would need to pay on the estate after the client dies. Not understanding this and not knowing...
Tag Archives: YouTube
Goals, purpose and finding more referrals: Favorite MDRT videos
Reaching your goals, understanding your purpose as a financial advisor and amping up referral rates are covered in the most-viewed videos of 2023 on MDRT’s YouTube channel. These...
Favorite MDRT videos: Learn from the best
Supercharge your ability and speed to reach your goals by learning from others who have traveled kindred roads. Like you, they experienced similar detours and familiar barriers working with prospects...
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...
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...
