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1 - 6of 6

Results: 6

Clarifying important information with difficult clients

Yakov Baylis, CLU, ChFC; Edward M. Burnett, RICP; Russell L. Clousing, ChFC, CLU

Jul 1, 2022

Clarifying important information with difficult clients

How do you explain to a client why their coverage was denied? Or to a person close to you that they urgently need more coverage? In this episode, MDRT members explain how they share necessary information to handle challenging conversations.

The time I failed with a client

Yakov Baylis, CLU, ChFC; Edward M. Burnett, RICP; Russell L. Clousing, ChFC, CLU

Sep 1, 20236 min

The time I failed with a client

MDRT members share difficult experiences and what they learned.

Yakov Baylis, CLU, ChFC; Edward M. Burnett, RICP; Russell L. Clousing, ChFC, CLU

Nov 1, 202114 min

A time when I failed with a client

Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time.

You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:33 – When a client rejects or misuses your advice
3:21 – What I changed to prevent future recurrence of problems
4:08 – When tragedy follows inaction
6:25 – Learning not to respond to a challenging email so quickly
9:35 – How different forms of communication relate to documentation

Yakov Baylis, CLU, ChFC; Edward M. Burnett, RICP; Russell L. Clousing, ChFC, CLU

Sep 1, 202013 min

Lessons advisors apply from other roles they’ve had

Do the responsibilities of financial advisors have anything in common with a pilot, a student at a demanding school or a parent of four kids? In this episode, MDRT members share how roles that might seem separate from their current work have helped inform the way they run their practice.

You’ll hear from:

Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:33 – Delivering quality time as a professional pilot for businesspeople
2:55 – The universal importance of managing expectations
3:50 – Work ethic gleaned from a rigorous educational program
5:50 – How those lessons were applied as a financial advisor
6:50 – How raising four kids translates to prioritizing and managing multiple challenges
8:18 – Knowing when there is and isn’t time for friendly chatter
10:11 – Identifying focus time in school or at the office
11:12 – Recognizing that you don’t always have to take every call

Yakov Baylis, CLU, ChFC

Apr 15, 20202 min

True tales of life insurance in action

Insisting that a parent increase their coverage.

Yakov Baylis, CLU, ChFC; Edward M. Burnett, RICP; Russell L. Clousing, ChFC, CLU

Nov 20, 201914 min

The most extreme thing I’ve done for a client

What do you do when clients need you to travel great distances or be there for them in profound, indefinite ways? In this episode, MDRT members share the circumstances that prompted them to rise to the occasion.

You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:
0:32 – Courting early-rising clients in the waste-hauling business
1:58 – Memories from the middle of the night
3:09 – “Going anywhere to see anyone”
5:21 – Utilizing vacation time to see clients in person
5:47 – Helping friends through scary and unknown circumstances
7:48 – Making sure every bill gets paid
10:58 – Understanding portability options for group life insurance