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Scott discusses how you can prevent your clients from falling victim to the fastest growing white-collar crime in America.

If you passed away tomorrow, would you look at your loved ones and wish you planned better? As a financial advisor, you help your clients focus on the appropriate investment strategies, wealth creation and death benefits, but you shouldn’t stop there. Unpreparedness leaves families in chaos during the initial and ongoing stages of grief. Scott shares strategies to help clients get their affairs in order so the survivors never have to say “If only they had known.”

When the new year begins and your MDRT production is reset to 0, how do you make it back to MDRT and grow our production? Scott explains how to balance your schedule between farming (centers of influence, proactively engaging clients for referrals) and hunting (leveraging a change or disruption or going for a target market) to make it happen.

How you can prevent your clients from falling victim to the fastest growing white-collar crimes in America, from Michaela Scott at the 2019 Annual Meeting.

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.

You’ll hear from:
Harpreet Atwal
Rick Jones, CFP
Brent Kimball, ChFC, CFP
Michaela Scott, CFP, RICP

Episode breakdown:
0:26 – The expenses of divorce
1:13 – Adjusting your approach to help clients prevent problems
2:29 – Are you being as comprehensive as you can?
4:47 – Learning to ask more questions
5:43 – Let the clients provide the answers
6:24 – Make sure to relax

Scott discusses how you can prevent your clients from falling victim to the fastest growing white-collar crime in America.

My client's identity was stolen after he died.

If you passed away tomorrow, would you look at your loved ones and wish you planned better? As a financial advisor, you help your clients focus on the appropriate investment strategies, wealth creation and death benefits, but you shouldn’t stop there. Unpreparedness leaves families in chaos during the initial and ongoing stages of grief. Scott shares strategies to help clients get their affairs in order so the survivors never have to say “If only they had known.”