The art of attracting and retaining clients: MDRT YouTube favorites

You can be an outstanding financial advisor; however, you’re still out of business without clients. In these top videos posted on MDRT’s YouTube channel in 2024, learn how MDRT members communicate and work with clients. The ideas they share can help you better attract and retain clients.

Breaking the mold and holding clients accountable

When a high-net-worth client seemed more interested in leaving his office than financial planning, 17-year MDRT member Gino Saggiomo, CFP, of Fortitude Valley, Queensland, Australia, found a way to hold the client accountable and financially prepare for the future.

Why objections really are questions

Prospects who ask questions aren’t objecting. However, to move forward with them, you must understand their deeper concerns. Overcome and even avoid objections with these ideas from 48-year MDRT member and MDRT Past President Tony Gordon, of Bristol, England, UK.

4 ways to find more clients

When you build a referral system, you build a growing business. Márta Borbála Király, an eight-year MDRT member from Budapest, Hungary, describes four types of referral systems she uses to keep her business thriving.

Guiding clients to a yes

Discover the valuable questions 20-year MDRT member Alan C. Kifer, CFP, LUTCF, of Chattanooga, Tennessee, USA, asks clients.

You are the few who protect the millions

Financial advisors make a difference in lives worldwide. Hear the story from 16-year MDRT member Fred Fouad Belman, FLMI, ACS, of Beirut, Lebanon, about his mother’s early death, protecting a client’s family after he died and how he qualified for MDRT after moving to Lebanon and not speaking the language.

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Comments
  • Madonna Devera says:

    looking forward to be an MDRT, this 2025 pls continue to share your best practices. How to approach and encourage client to annual mode payment.. asking, Seeking and knocking for more hign networth clients.. ..
    Thank you for being a channel of blessing..

    God bless you more & more in everyway!

  • Would be great to get videos on how these top producers started and where they had to shift to find success
    This is a process and takes time but love to read stories of folks who had to make changes and where they found themselves doing so to elevate their practice

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