Results: 484
Daniel E. Jossen, CFP; Keunhwa Lori Moon
Self-evaluation can be difficult, especially when you feel good about the job you’re doing. In this episode, MDRT members discuss how recording themselves and listening to the footage has led to effective adjustments in how they communicate with clients.
Everett Revere Foxx; Brandon Green, ChFC, CLU; Dana Mitchell, CFP, CLU
Do you review clients’ plans if they say they already have income replacement? Do you not only ask about their coverage but frequently review it to make sure the policies match up with client needs? In this episode, MDRT members discuss errors they have made in how they have approached income replacement and the benefits of learning from these mistakes.
Dennis Wayne Bell, CFP, CHS; Stuart J. Birkel, LACP; Beth Lachance Hesson, CFP, CLU
How well does everyone in your office communicate, and how does this affect the performance of the business? In this episode, MDRT members discuss how setting up procedures to establish understanding and maintain positivity elevates their practice.
Matt Pais
Michael DePilla
Matt Pais; Antoinette Tuscano
Liz DeCarlo
Simon John Gibson, Dip PFS
Heather L. Meszaros, CHS