Search

Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referable.

Acquiring new clients through social media can sometimes be considered too complicated, or maybe there is a lack of understanding of how to leverage it. Brown shares creative and consistent ways to use social media to reach more prospects and grow your business.

AI tools such as ChatGPT can be used to write webinar scripts or emails in seconds. While there are multiple ways to save time using AI, there are some precautions to take.  Learn more as two Top of the Table members talk about ChatGPT.

What are the keys to ensuring your team is on the same page? What conflicts can arise without this structure and connection in place? In this episode, MDRT members share how they benefit from a staff that runs on clarity, process and positivity.

MDRT member Carla Brown, FPFS, explains the stabilizing power of hiring.

How do you ensure your practice is running smoothly throughout the year? Do you gather feedback from clients, and what do you do with that information? In this episode, MDRT members share changes they have made to ensure consistency in their business.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:27 – The benefits of bringing in an operations manager
2:16 – Avoiding inconsistency with an intake form and a survey
5:41 – The value of using a follow-up questionnaire
6:43 – Changes made to improve and learn from the survey
9:16 – Determining that the operations manager was helping establish consistency

Do you know when you should and shouldn’t try to find new clients – and how to start the conversation when the time is right? In this episode, MDRT members share how they toe that line and make sure to say the right things to the right people.

You’ll hear from:
Carla Brown, FPFS
Matthew Richard Duffy, LUTCF, FSS

Episode breakdown:
0:29 – Appropriately sharing a story if someone mentions a topic related to what you do
1:33 – Unexpectedly coming back with new clients after family events
2:32 – Developing new clients around the campfire
4:01 – Making a priority of working with nice people

Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referrable.

In this panel discussion, three Top of the Table members share how they created new ideas for engaging clients.

Increased oversight helps UK advisors look out for their clients’ interests.