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Results: 859

Bring clarity by explaining complicated topics

Brian H. Ashe, CLU; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP; Jeremy Mark Wellington, Dip PFS, Dip CII

Aug 28, 2023

Bring clarity by explaining complicated topics

Clients who are bored or confused, aren’t likely to buy. In providing an outstanding client experience, it’s more than how much you know; it’s how you say it. Just as it’s difficult to understand a doctor’s diagnosis and follow their treatment plan for you if they use a lot of jargon, clients also will struggle to follow your advice if you overwhelm them with jargon. Watch this video to understand how you can more effectively talk with your clients.

Brian H. Ashe, CLU; Adelia C. Chung, CLU, ChFC; Marvin H. Feldman, CLU, ChFC

Dec 4, 2017

Tips to live a balanced life while achieving Top of the Table

In an open Q&A session, MDRT Past Presidents Feldman and Chung discuss how they have run their practices and maintained a strong work-life balance to be consistent MDRT and Top of the Table qualifiers. They also discuss how to delegate authority and responsibility to staff, how they systematize their prospecting, and how they maintain communications with clients. You will leave with sales ideas you can use immediately to increase productivity, while also balancing work and family.
Simple talk

Brian H. Ashe, CLU; Jeremy Mark Wellington, Dip PFS, Dip CII; Chee Hong Gan, ChFC, CLU; James E. Rogers, CLU, CFP

Nov 1, 20235 min

Simple talk

Explain complex topics with clarity while keeping a client’s individuality in mind.

Brian H. Ashe, CLU

Oct 29, 20193 min

True Tales: Regrets still linger 50 years later

A young advisor, a medical resident who was tight on cash lead to a devastating outcome and 50 years of regret.

Brian H. Ashe, CLU; Adelia C. Chung, CLU, ChFC; Marvin H. Feldman, CLU, ChFC

Feb 14, 201842 min

Tips to live a balanced life while achieving Top of the Table

In an open Q&A session, MDRT Past Presidents Feldman and Chung discuss how they have run their practices and maintained a strong work-life balance to be consistent MDRT and Top of the Table qualifiers. They also discuss how to delegate authority and responsibility to staff, how they systematize their prospecting, and how they maintain communications with clients. You will leave with sales ideas you can use immediately to increase productivity, while also balancing work and family.
Ask clients good questions, get involved and experience personal growth

Michael DePilla

Mar 1, 20247 min

Ask clients good questions, get involved and experience personal growth

11 ways to impress clients, create memorable meetings and achieve your goals.

Antoinette Tuscano

Apr 14, 20204 min

The power of words: What you say determines if clients listen or ignore your advice

Easy analogies and examples for explaining insurance and financial planning.
RTT Tracker RTT Tracker 75% 14 D2 Use social media and follow a consistent schedule to stay motivated Use social media and follow a consistent schedule to stay motivated Turn on screen reader support To enable screen reader support, press ⌘+Option+Z To learn about keyboard shortcuts, press ⌘slash

Michael DePilla

Nov 1, 20238 min

Use social media and follow a consistent schedule to stay motivated

11 ideas to stay relevant on social media and increase productivity through shorter workweeks and quicker client buy-in.

Brian D. Heckert, CLU, ChFC

Nov 12, 2020104 min

How a study group can help you recalibrate the way you do business

MDRT Past President Brian Heckert and four members of his Top of the Table study group share specific strategies for finding opportunities in today's challenges.

Brian D. Heckert, CLU, ChFC

Dec 12, 20194 min

Market your practice: Think strategically about your niche

Will there be a point in your career when it becomes more enjoyable? Yes, when you find your niche. Find out more from the 2016 MDRT President Brian Heckert how this could work for you.