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Results: 1195

Guiding clients to a yes

Alan C. Kifer, CFP, LUTCF

May 1, 2023

Guiding clients to a yes

Longtime Top of the Table member Alan C. Kifer, CFP, LUTCF, talks about two of his favorite ideas for working with clients, including the invaluable questions he asks clients.
Save thousands: Rent an office by the day

Alan C. Kifer, CFP, LUTCF

Mar 24, 2023

Save thousands: Rent an office by the day

As more and more clients and staff are comfortable working from home and using video chats to meet, your office may frequently sit empty. Instead of paying rent for a barely used office, Top of the Table member Alan Kifer started renting offices by the day on an as-needed basis. This allowed him to save thousands of dollars in rent. It also helped him provide better client service. Find out more in this video.

Presidential Address: Relevant, essential, meaningful

Randy L. Scritchfield, CFP, LUTCF

Jun 29, 2022

Presidential Address: Relevant, essential, meaningful

Randy L. Scritchfield, CFP, LUTCF, makes his 2022 Presidential Address.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.
How to read what clients aren’t saying

Alan C. Kifer, CFP, LUTCF; Edward Franklin Marshall, APFS; Elke Rubach, LL.M., CLU

Jan 2, 20246 min

How to read what clients aren’t saying

Understanding body language can transform client relationships.

MDRT

Aug 19, 202156 min

Favorite books: A chat with the author

How do you build trust with clients and get past a broken dynamic between financial advisors and clients? Watch an MDRT book club discuss that with Stephen Kagawa, FSS, LUTCF, a Top of the Table qualifier and author of "Aloha Financial Planning." Also in the book club are David C. Blake; John J. Demboski, CFP; Julianne Hertel, CLTC; Joshua Ketchie, CPA; Thomas F. Levasseur, CLU, MS Ed; Mike S. Ross; Ted Rusinoff; and Donald J. White Jr., CLU, ChFC. MDRT members can see a summary of the discussion [https://rz.mdrt.org/video/understanding-the-dynamic-between-client-and-financial-advisor/]. Find out more about book clubs at mdrt.org/bookclub [https://www.mdrt.org/bookclub/].

Peter Jason Byrne; Danielle J. Genier, CLU, CFP; Jonathan Godshall C., MBA, LUTCF; Randall D. Kaufmann

Dec 14, 202116 min

A specific challenge I have with a client or staff member

How do you handle difficulties in your practice that come from generational disagreements? Or from clients whose behavior can be draining on you? In this episode, MDRT members share their challenges and strategies to handle them.

You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann

Episode breakdown:
0:34 – Reconciling generational challenges and client service moving forward
2:11 – Changing processes rather than changing individuals
4:25 – Adapting approaches when working with your spouse
6:32 – Handling clients who refuse to listen to your budget recommendations
10:02 – Maintaining calm when a client becomes overwhelming

Peter Jason Byrne; Danielle J. Genier, CLU, CFP; Jonathan Godshall C., MBA, LUTCF; Randall D. Kaufmann

Jul 1, 202016 min

What sets me apart as an advisor

Do you provide unique gifts to fit your clients’ interests? Do you hold them accountable to their goals? In this episode, MDRT members share some ways in which they make themselves stand out to their clients.

You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann

Episode breakdown:
0:33 – The benefit of branded teddy bears
3:11 – Calling clients to sing “Happy birthday” to them
4:27 – Having clients identify their interests to utilize as gift opportunities
6:37 – Holding clients accountable as a means to ensure success
10:58 – Inviting clients to send postcards from their dream vacation spot

Peter Jason Byrne; Danielle J. Genier, CLU, CFP; Jonathan Godshall C., MBA, LUTCF; Randall D. Kaufmann

Dec 2, 20199 min

Lessons from mistakes in client communication

Occasionally you don’t choose the right words with clients, whether it’s because of something you wish you said or something you wish you didn’t. In this episode, MDRT members share times when the conversation did not go well and how they adapted their approach moving forward.

You’ll hear from:
Peter Jason Byrne
Danielle J. Genier, CFP, CLU
Jonathan Godshall Camacho, LUTCF, MBA
Randall D. Kaufmann

Episode breakdown:
0:31 – Do not say anything unless you’re sure your client is pregnant
1:03 – When a young advisor learns to treat every client with respect
2:56 – Making sure not to make assumptions about less-engaged clients
5:24 – The complexities of family businesses
7:11 – Struggling to recover from a faux pas

Randy L. Scritchfield, CFP, LUTCF

Jun 9, 202116 min

Incoming Presidential Speech

Get to know 2022 MDRT President Randy L. Scritchfield, CFP, LUTCF.