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1 - 10of 209

Results: 209

4 lists and a welcome pack 

Anthony Matthews Jones, BSc(Hons), QFA

Jun 29, 2022

4 lists and a welcome pack

Jones shares two very simple and transferable ideas that you can immediately implement into your practice to improve productivity and convert more prospects to clients.
F.A.C.E. up to objections 

Anthony Matthews Jones, BSc(Hons), QFA

Jun 28, 2023

F.A.C.E. up to objections

Jones reveals his proven method to handling all objections in 15 seconds. 
MDRT to Top of the Table in 4 minutes

Anthony Matthews Jones, BSc(Hons), QFA

Aug 31, 2022

MDRT to Top of the Table in 4 minutes

Learn simple, transferable ideas that can take you from MDRT to Top of the Table in just four minutes. Have your notebooks at hand.

Anthony Matthews Jones, BSc(Hons), QFA

Sep 13, 2018

I made MDRT — what's next?

Jones shares ideas which moved him from MDRT to Court of the Table to, for the last six years, Top of the Table. He teaches you specific and transferable strategies to convert advice to sales and increase your success. Find out how to use pictures to create more sales opportunities and how to harness the power of study groups to take your practice to the next level. Jones is a true advocate for creating a strong self-belief and reaching for impossible dreams. In sharing inspirational stories and interactive ideas, he will leave you with effective, workable and memorable sales tips, as well as an emotional send off!
MDRT to Top of the Table in 4 minutes

Anthony Matthews Jones, BSc(Hons), QFA

Jun 29, 20224 min

MDRT to Top of the Table in 4 minutes

Jones shares two very simple and transferable ideas that you can immediately implement into your practice to improve productivity and convert more prospects to clients.
Referral is not the same as recommendation

Sudhakar Gabriel; Anthony Matthews Jones, BSc(Hons), QFA

Jan 2, 20245 min

Referral is not the same as recommendation

Securing new prospects is only the first step in building your book of clients, according to these MDRT members.
Break the slump

Mathew Thomas Fogarty, CFP, Dip FP; Anthony Matthews Jones, BSc(Hons), QFA; R.J. Kelly, RICP, MSFS; Ana Sofia Rodriguez, MBA; Shirley Lim-Yam, ChFC, CLU; Steven Yam Seng Yee, CLU, ChFC

Jan 3, 202311 min

Break the slump

End the losing streak and thrive again.

Anthony Matthews Jones, BSc(Hons), QFA

Aug 13, 201828 min

I made MDRT — what's next?

Jones shares ideas which moved him from MDRT to Court of the Table to, for the last six years, Top of the Table. He teaches you specific and transferable strategies to convert advice to sales and increase your success. Find out how to use pictures to create more sales opportunities and how to harness the power of study groups to take your practice to the next level. Jones is a true advocate for creating a strong self-belief and reaching for impossible dreams. In sharing inspirational stories and interactive ideas, he will leave you with effective, workable and memorable sales tips, as well as an emotional send off!

Elizabeth Diffin

Oct 27, 20205 min

No luck required

How advisors in Ireland are navigating the challenges that come with COVID-19.

Harpreet Singh Atwal, Dip FA, BSc (Hons); Richard Jones, CFP; Brent R. Kimball, CFP, ChFC; Michaela Scott, CFP, MSFS

Nov 21, 201910 min

What advisors wish they knew sooner

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier.

You’ll hear from:
Harpreet Atwal
Rick Jones, CFP
Brent Kimball, ChFC, CFP
Michaela Scott, CFP, RICP

Episode breakdown:
0:26 – The expenses of divorce
1:13 – Adjusting your approach to help clients prevent problems
2:29 – Are you being as comprehensive as you can?
4:47 – Learning to ask more questions
5:43 – Let the clients provide the answers
6:24 – Make sure to relax