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Results: 3

How partnering with specialists on difficult cases is a win-win

Andreas T. Dailey Sr., CLTC

Jul 18, 2022

How partnering with specialists on difficult cases is a win-win

Just as your doctor may recommend you go to a specialist, there are times when clients have complex financial planning needs and they made need a specialist. MDRT member Andreas Dailey explains how he positions joint work or partnering to clients so they understand that he’s still their financial advisor who is making sure they’re receiving the best care possible.
Finding clients’ core issues through effective conversations

Andreas T. Dailey Sr., CLTC

Jun 23, 2022

Finding clients’ core issues through effective conversations

Once you understand a client’s why, everything else falls into place. You must know how to ask the client questions and listen so you can reach the place where you understand the client and you can best help. MDRT member Andreas Dailey shares how he moves past a client’s fluff answers to reach the core of what’s important.
Why financial advising matters

Andreas T. Dailey Sr., CLTC; Aaron L. Hammer, LUTCF; Heather Lindsley, LUTCF, RICP

Jul 27, 2022

Why financial advising matters

Three MDRT members share how they personally came to understand the importance of being a financial advisor, having life insurance and being involved in mentoring. They were inspired by their histories and the people who made a difference in their lives.