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1 - 10of 245

Results: 245

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.

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?
Keep them or break up?

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

May 1, 20235 min

Keep them or break up?

Set expectations and decide if a COI relationship is worth the effort.

Alessandro M. Forte, FCII, CFP

Jan 29, 20217 min

How to build a world-class business

Forte has built one of the U.K.’s most recognized and successful financial services practices. In 30 years, Forte Financial has never had a client complaint, won more than 30 service awards and received well over 300 new referrals each year from clients and other professionals. The secret? To have a back-office structure and process so consistent a unique client experience is created. In a never-seen-before presentation, Forte shares the secrets of his extraordinary success.

Alessandro M. Forte, FCII, CFP

Sep 1, 20207 min

How to win clients and keep them

Success is not based upon the “yes” or “no” but upon communicating with as many people as possible, and then positioning yourself for success. In this presentation, find out how you can close more cases and earn more referrals.
12 ideas to connect with prospects and prepare for client meetings

Adam Thomas Rex, AIF, CFP; Alessandro M. Forte, FCII, CFP; Janet N. Ng, FChFP, CEPP; Micheline Varas, RHU; Mitsuru Arai; Akihito Hoshiro; Jeanette Pay Mei Peng, CFP; Ritchie Azarce Horario; Masahiro Hashimoto, TLC, AFP; Foong Eu-Jin; Craig Alan Lilley, CFP, CLU; Manu Dhawan

Sep 1, 20228 min

12 ideas to connect with prospects and prepare for client meetings