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While referrals once were the lifeline for any advisor, Gabriel says their value has been replaced by the all-important recommendation. He shares his process for ensuring that a client not only identifies a contact but helps establish a positive introduction with that person.

Boles, a former NFL player and the president of Game Changers, Inc., discusses how unlocking potential requires competing with yourself, not just the competition. By avoiding complacency and not being afraid of failure, rejection or the unknown, he says, we can run through fear and maximize our success. Presented at the 2017 Annual Meeting.

Securing new prospects is only the first step in building your book of clients, according to these MDRT members.

Gabriel Fok from Singapore takes us through his methods to educate clients about financial literacy. 

MDRT, as part of the Help Protect Our Families initiative, presents a conversation with David Eric Appel, CLU, ChFC, and George B. Sigurdson, CLU, to examine how advisors can help clients and prospects see the value of life insurance. Appel and Sigurdson share their ideas for guiding clients to obtain adequate coverage, including grasping the urgency of making a purchase before it’s too late. Plus, an appearance by a special guest.

David Appel’s practice thrived on countless in-person interactions that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies important strategies for making impactful, timely changes in your practice — whether because of a pandemic or for new, virtual efficiencies.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies the significant impact that emails can have for your practice — whether due to a pandemic or just a need for new, virtual efficiencies.

David Appel’s practice thrived on countless in-person procedures that suddenly had to change in 2020. How did he adapt to a world in which live seminars were impossible, life insurance checkups were minimal, and new client touchpoints and marketing techniques became essential to maintain relationships and production? This presentation identifies the significant impact that virtual road shows can have for your practice — whether due to a pandemic or just a need for new, remote efficiencies.