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1 - 10of 907

Results: 907

Retirement realities: Unique challenges for women

Clay Gillespie, CFP, CLU; Twyla Dawn Hardham, CFP; Barbara A. Pietrangelo, CFP, ChFC; Brandon J. Wellman, CFP, RICP

Mar 25, 2024

Retirement realities: Unique challenges for women

MDRT members share their insights on the distinct challenges the female clientele faces and the importance of securing a fulfilling retirement journey for them through tailored financial strategies.

Paresh B. Shah, CFP

Jan 18, 2017

Make clients comfortable through technology

Focus on the comfort of clients to enable better communication during presentations. Paresh B. Shah, CFP, explains how to use technology to improve clients' comfort.

Marc A. Silverman, CFP, ChFC

Jan 18, 2017

Share your own planning

Marc A. Silverman, CFP, ChFC, advises opening up with your clients about your own investments, and the types and amounts of policies you own.
Selling for the sunset years

Daisuke Kabata; Yasuhisa Kojima; Naoki Masuda; Chikara Nozawa, CFP; Naoyuki Sekiguchi

Sep 1, 20225 min

Selling for the sunset years

Advisors in Japan discovers opportunities working with a rapidly aging population.
12 ideas to get your mind right, attract referrals and improve your marketing

Michael DePilla

Apr 20, 20228 min

12 ideas to get your mind right, attract referrals and improve your marketing

Members share 12 ideas for aligning with the clients' perspective, getting through unpleasant tasks, affordable gifts that look expensive and recommending the joy of giving.

Jerry Soverinsky

Feb 19, 202010 min

Fear factor

As recession and financial anxieties mount, communication is key for alleviating client concerns.

MDRT

Jun 7, 20211 min

MDRT financial planning guide

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.

Leanne Barbara Bull, Dip FP, CFP; David Meszaros, CFP; Paresh B. Shah, CFP

Apr 15, 20214 min

How I've grown recently

Have you changed your view of your work-life balance? Or of the way you build your clientele and staff? In this episode, MDRT members share the progress they have made, and what it means for their practices.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:35 – Reframing how you perceive your work and your time off
1:17 – A new perspective while operating independently
1:54 – Benefiting from a bigger pool of applicants to your team

Leanne Barbara Bull, CFP, Dip FP; David Meszaros, CFP; Paresh B. Shah, CFP

Oct 15, 20206 min

Something most advisors struggle with, but I don’t

How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:31 – Ensuring that clients provide all the necessary information
2:02 – Making things simple to enhance relationships and productivity
2:40 – How navigational themes helps clarify ideas for clients
3:16 – The benefit of quick response time
4:29 – If responding quickly makes it harder to detach