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1 - 10of 242

Results: 242

Caring for clients who’ve experienced a lifequake

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Feb 1, 2023

Caring for clients who’ve experienced a lifequake

What should you say — or not say — to clients who are especially vulnerable? In this episode, MDRT members explain how they support clients going through particularly challenging times, whether it’s a death, divorce or otherwise.

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Dec 1, 2023

Unique insights about what makes clients open up or shut down

Even veteran advisors continually learn new communication techniques in pursuit of making clients comfortable and willing to share their feelings. In this episode, MDRT members identify situations in which clients have been especially open (or had difficulty opening up), and what that taught them for conversations moving forward.
How to monitor and adjust existing relationships with centers of influence

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Oct 3, 2022

How to monitor and adjust existing relationships with centers of influence

What do you do if a COI hasn’t referred back to you? Or your instinct tells you that this professional relationship might not work out? In this episode, MDRT members share how they check in on their interactions with COIs to ensure the dynamic remains beneficial.
Establishing the rules of engagement with your prospect

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Jun 1, 2023

Establishing the rules of engagement with your prospect

How do you ensure that you and a potential client are on the same page about your relationship? In this episode, MDRT members explain how they communicate the essential information and decide what steps to take next.
What to do when it’s clear the client-advisor relationship is not a match image

Alessandro M. Forte, DipPFS, CSP; Renee Hanson, CFP, CDFA

Dec 2, 2024

What to do when it’s clear the client-advisor relationship is not a match

At some point, all advisors face the challenging situation of knowing that they aren’t the right person to work with a client. In this episode, MDRT members explain how they recognize the need for this delicate exchange, and how they handle it.

Finding and fostering relationships with centers of influence

Alessandro M. Forte, FPFS; Renee Hanson, CFP, CDFA

Jun 3, 2024

Finding and fostering relationships with centers of influence

With so much to consider about identifying and working with centers of influence, what best practices can you follow to create these connections? In this episode, MDRT members share strategies they’ve developed to drive effective relationships with these important professional partners.

Alessandro M. Forte, FCII, CFP

Aug 31, 2018

Success masterclass

Forte shares methods for engaging with clients at the first meeting, improving phone calls, handling objections, closing sales and managing clients' expectations.

Alessandro M. Forte, FCII, CFP

Sep 25, 2017

The secret of first-meeting success

Increase your chances of turning a first meeting into a second meeting presentation by more than 70% with these four steps to greater sales success.
Two perspectives

Asvin Chauhan, Dip FA, MIFP; Alessandro M. Forte, DipPFS, CSP

Jul 1, 20235 min

Two perspectives

Would you sell your practice today for double its value?

Alessandro M. Forte, FCII, CFP

Dec 11, 201915 min

How to get every prospect to say yes

Forte describes how to make and receive personal introductions, without using the words "referral" or "appointment," that lead to more fruitful meetings with prospects.