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The definition of success often differs from one client to another, and it is important in your role as an advisor to provide the guidance and expertise needed to help them meet these goals. Kalyanam Venkatesh, a 28-year MDRT member from Singapore, shares his best practices on how to create a comprehensive plan to achieve your client’s long-term financial goals.

Kalyanam watched his business transform itself when he made it a priority to hire and keep agents who are interested in not just being trusted financial advisors, but in making a difference in their customers’ lives. In this session, he shows that having a practice system, making prospecting your primary strength, and keeping track of performance are practices that will lead to your success. (Session in English)

How a personal inventory of clients’ family members insurance and financial records helps clients and encourages them to work more with financial advisors.