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1 - 10of 27

Results: 27

Handling objections: Responding instead of reacting

Cynthia Kane

Dec 13, 2022

Handling objections: Responding instead of reacting

Learn why clients aren’t moving forward and how to respond thoughtfully to objections instead of unconsciously reacting from mindfulness and communications expert Cynthia Kane.  She offers ideas about how to ask questions to gain clarity and connect with clients. 
Are the words you choose causing people to shut down?

Cynthia Kane

Oct 25, 2022

Are the words you choose causing people to shut down?

You may unintentionally be causing a disconnect with the person you’re talking to. Learn from mindfulness and communications expert Cynthia Kane how you can use different word choices to create different results. 
How to feel more confident by ending negative self-talk

Cynthia Kane

Sep 15, 2022

How to feel more confident by ending negative self-talk

You can shake your confidence, which impacts your ability to connect with clients and team members, when you spiral out of control with negative self-talk. Discover a more positive mindset with these ideas from mindfulness and communications expert Cynthia Kane.

Something coming up that I’m excited about in my practice

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Nov 1, 2023

Something coming up that I’m excited about in my practice

Even the most successful advisors continue to embrace change and create excitement for the future. In this episode, MDRT members share what they’re innovating and how these ideas will enhance their business.

How to resolve staff frustration through clear communication image

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Nov 1, 2024

How to resolve staff frustration through clear communication

If discomfort arises among employees in your office, how do you address and move forward from the situation? In this episode, MDRT members share how they develop a straightforward, successful approach when tense or complicated situations arise.

How I navigate awkward conversations with clients

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

Apr 1, 2024

How I navigate awkward conversations with clients

What do you say when clients want you to resolve family conflict or say something that they are struggling to communicate? In this episode, MDRT members share how they maintain harmony, professionalism, and service when faced with some potentially uncomfortable situations.

Developing processes for enhanced client service and staffing performance

Aaron Kane, B Bus, AFA; Adam Thomas Rex, AIF, CFP

May 1, 2023

Developing processes for enhanced client service and staffing performance

How do you utilize technology, consultants or otherwise to improve and expand your practice? In this episode, MDRT members explain the approaches they embrace and the benefits that result.

Aaron Kane, B Bus, AFA

Sep 14, 202115 min

40% increase in revenue and higher client satisfaction during a pandemic

As a second generation financial advisor, Kane explains how he turned his dad's “good” business into a “great” business, with 30% fewer clients and 40% more revenue, in just over 12 months — during a pandemic! Charging a higher fixed fee yielded more client satisfaction, higher staff energy and a team-sharing culture. He also shares his strategy for introducing this new fee structure to clients.

Jerry Soverinsky

Aug 17, 20203 min

The gift of time

Regulations prompt shift to annual fees, but results make for stronger business.
3 keys to be visible and connect through social media

Cynthia Nallely Rodriguez Barbosa 

Jun 29, 20224 min

3 keys to be visible and connect through social media

Our personal brand helps us to reach our professional and personal goals; it is the only way to differentiate ourselves from a sea of financial advisors. Rodriguez shares how having the right visibility on social media increases your influence and leads to business opportunities in the digital universe.