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Jennifer P. Mann, MBA, CFP

Jun 12, 2024

Trust matters: The art of building long-term client relationships

Discover the mindsets and approaches that foster strong, judgement-free relationships, where clear communication and genuine care are paramount. Mann shares strategies to help you become a trusted advisor who connects with clients on a meaningful level.

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Jennifer P. Mann, MBA, CFP

Jun 12, 2024

From chaos to control: Organizing savings for success

Unveil the secrets to maximizing your clients’ savings potential through the art of account segmentation. Mann explains how a strategic approach can create financial clarity and empower your clients to achieve their goals.

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Jennifer P. Mann, MBA, CFP

Nov 12, 20219 min

Turning transactional clients into planning clients in a virtual world

Jennifer P. Mann, MBA, CFP, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.

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John J. Demboski, CFP; Gregory B. Gagne, ChFC; Jennifer P. Mann, MBA, CFP; Dana Mitchell, CFP, CLU; Stephen Kagawa, FSS, LUTCF

Feb 17, 202160 min

How to have your best year

A panel of four MDRT members share how they set and achieve goals, including tracking productivity and staying accountable for progress.

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Jennifer P. Mann, MBA, CFP

Dec 4, 20202 min

How to handle back-to-back video meetings without missing client details

If you stack your appointments and need an easy way to remember client details, try this tip from Jennifer Mann.

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Jennifer P. Mann, MBA, CFP

Jul 17, 20204 min

3 critical things when working from home

You can successfully work from home when you manage your time, create processes and hire the right people. Learn more from Jennifer Mann, who has been working from home for several years, in this short video.

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Jennifer P. Mann, MBA, CFP

Nov 1, 20244 min

Help clients get real about savings

Guide clients by educating them about the three types of savings.

Members only

Jennifer P. Mann, MBA, CFP

Jul 1, 20225 min

Words matter

Mann shares how to use the right language to establish connection and empathy with clients.

Members only

Jennifer P. Mann, MBA, CFP

Nov 11, 20217 min

Turning transactional clients into planning clients in a virtual world

Jennifer Mann, CFP, MBA, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.

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Trust matters: The art of building long-term client relationships

From chaos to control: Organizing savings for success

Turning transactional clients into planning clients in a virtual world

How to have your best year

How to handle back-to-back video meetings without missing client details

3 critical things when working from home

Drawing out the details

Help clients get real about savings

Words matter

Turning transactional clients into planning clients in a virtual world