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Marshall explains the frustrations that many professionals such as accountants and lawyers have — and how they often don’t realize the many ways you can help. Discover the value you can provide and how to become their problem-solver, resulting in a steady stream of pre-qualified referrals and more ideal clients. 

How can financial advisors help prospects and clients improve their debt management? 

While financial advisors prioritize helping their clients achieve their goals, they must not overlook their own retirement planning to ensure that they live comfortably in the future.

Three financial advisors from the Philippines share how they prepare for retirement.

Three financial advisors from the Philippines share why having a mentor is important and the criteria for choosing the right one.

Spurred by a void of services, Dela Cruz saw an opportunity to support expatriates living in her country.

Spurred by a gap she initially observed in the industry, Maria Dela Cruz, an MDRT member from Singapore, saw an opportunity to better support the expatriates living in her country. Gathering insights from her experience, she shares useful advice for identifying and servicing a niche demographic.

Not every client takes your advice or puts a plan in place when they need it. In this episode, MDRT members share difficult experiences and what they learned for next time.

You’ll hear from:
Yakov Baylis, CLU, ChFC
Edward M. Burnett, RICP
Russell L. Clousing, ChFC, CLU

Episode breakdown:

0:33 – When a client rejects or misuses your advice
3:21 – What I changed to prevent future recurrence of problems
4:08 – When tragedy follows inaction
6:25 – Learning not to respond to a challenging email so quickly
9:35 – How different forms of communication relate to documentation