MDRT members cherish those favorite tips and ideas that worked for them in their careers. MDRT’s YouTube channel has a collection of those ideas from around the world. Subscribe to get notified of a new idea at least once a week.
In 2020, some of the most-watched ideas were about client communication as well as how to differentiate yourself from other financial advisors. There was also the perennial favorite video about MDRT’s history. Spend a few minutes watching these videos and you’ll likely find at least a new idea or two you can try in 2021.
4) Three ways to stand out
With so many financial advisors out there, why should clients be committed to you? What can you do differently that makes a client committed and want to work with you? MDRT member Priti Ajit Kucheria, LUTCF, CFP, shares three techniques she utilizes to stand out from the crowd.
3) The history of MDRT
Learn about MDRT’s 1927 beginnings at a National Association of Life Underwriters’ meeting in the Peabody Hotel in Memphis, Tennessee. Paul Clark presided over 32 members in attendance. The meeting was made up of men who sold at least $1 million worth of life insurance.
2) 10 minutes of favorite sales ideas from two industry greats
With decades of experience, these two friends and MDRT Past Presidents talk about a few of the ideas that have made them successful.
1) Simple ways to talk to clients about complex topics
Communicate the value of insurance to your clients and prospects with these ideas from MDRT member Chi Teng Han, of Singapore.