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Results: 6

Strategies for generating referrals and growing your client base [Sweta Gupta]

Sweta Gupta

Dec 16, 2024

Strategies for generating referrals and growing your client base

Building trust, leveraging personal influence, and staying updated with market trends are essential for success in the insurance professional, according to India’s Sweta Gupta.

Simple rules to overcome different client objections

Aman Gupta

Aug 9, 20225 min

Simple rules to overcome different client objections

Aman Gupta, a one-year MDRT member from New Delhi, India, shares his views on how to overcome several types of client objections.
Reversing the reluctance

Aman Gupta

May 1, 20234 min

Reversing the reluctance

Gupta adjusts his approach to overcome several types of client objections.

Deepti Gupta

Jan 24, 20222 min

How can goal-setting take productivity to a new level?

Deepti Gupta, a 14-year MDRT member from Delhi, shares why goal-setting is one of the most important aspects of a financial advisor’s practice.

MDRT members share their 2022 resolutions for productivity enhancement

Alok Tarafdar

Feb 22, 20223 min

MDRT members share their 2022 resolutions for productivity enhancement

It is clear that increasing productivity is pivotal to achieve excellence. MDRT members from India share their tips to be more productive to help you taste success in your endeavors.

Alok Tarafdar

Mar 1, 20223 min

Productivity mistakes most financial advisors make

As financial advisors, our days are always different. On some days, you can be highly productive, while on others, your productivity level can be really low. What are the mistakes financial advisors often make at work that affect their productivity? MDRT members from India share their thoughts.