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Results: 1074

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.
How my staff reviews our performance and pursues efficiency

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

Jan 3, 2023

How my staff reviews our performance and pursues efficiency

Every advisor wants to help their team perform at its highest level. But how do you actually do that in the short term and evaluate that in the long term? In this episode, MDRT members share techniques for maximizing the way their practice performs as a team.
Unique gifts I give high-net-worth clients

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

Sep 2, 2022

Unique gifts I give high-net-worth clients

If you give a gift to a high-net-worth client, you want to make sure it’s something they actually want — and something they aren’t receiving from everybody else. In this episode, MDRT members explain how they identify what this particular clientele would appreciate from you and how to deliver that with sincerity and impact.

Hari Maragos, CFP, B Bus

Oct 14, 20207 min

Mastering relationships, insurance and investments as an advice coach

Only rich people can afford a financial advisor. Insurance is all about commissions. Insurance is a one-time transaction between advisor and client. Maragos addresses and debunks these myths and more, showcasing how an advice relationship can help the average person, provide recurring income and lead to life-long relationships with clients.

Hari Maragos, CFP, B Bus

Oct 8, 202036 min

Myths about financial advice

Only rich people can afford a financial advisor. Insurance is all about commissions. Insurance is a one-time transaction between advisor and client. Maragos addresses and debunks these myths and more, showcasing how an advice relationship can help the average person, provide recurring income and lead to life-long relationships with clients.
Unlocking the legacy

Hari Maragos, CFP, B Bus; Bobby James Ning, CFP, BA

Sep 1, 20239 min

Unlocking the legacy

Two advisors forge multigenerational bonds within the same families.

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.