Sharing knowledge with other financial advisors from your same city or from a country halfway around the world is a cornerstone of MDRT. What makes up this organization is about 66,000 of the world’s leading life insurance and financial services professionals from more than 500 companies in 72 nations and territories.
From them, we gather their ideas in multiple languages through a collection of podcasts, videos, meeting presentations and Round the Table articles. These were the top five most visited resources from 2018. We hope these can provide you with some ideas for an even more prosperous 2019!
5) How to get referrals to call you 
In this video, find out what lesson about referrals took Richard Jones, CFP, from Court of the Table to Top of the Table.
Cold calling. Although rules have changed regarding cold calling in many countries, it still produces results.
Pros: It’s an activity you can do during the daytime. Your firm likely provides scrubbed lists.
Cons: Many countries have laws against this. In others, it’s culturally offensive to call people at home for business.
See what clients are up to on Facebook, and notice opportunities for helping them. For example, two of our clients unfortunately suffered broken bones and posted about it online. I was able to send them each private messages saying we had already arranged their income protection claim forms, well before they even had time to think about me or my office. Clients are impressed by this level of proactive service.
— Peter Jason Byrne, Coorparoo, Queensland, Australia
2) Success with strong partnerships
In this video, business partners and MDRT members Mark Gaunya, GBA, and Jennifer Borislow, CLU, quadrupled the size of their practice. Find out how these Top of the Table qualifiers worked together for more than 12 years and built one of the largest privately held employee benefits agencies in their area.
1) 13 ideas to increase your business
I tell clients, “I’m not here to make you money; I’m here to provide a solution to preserve
your money.”
Michael Yen Pon Wan, FChFP, Hong Kong, 16-year MDRT member
Visit the MDRT Resource Zone for more ideas that have helped MDRT members work more efficiently, increase client satisfaction and increase production throughout the year.
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