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1 - 10of 1112

Results: 1112

The unique service offering that fosters client satisfaction and referrals

Leanne Barbara Bull, CFP, Dip FP

Oct 13, 2023

The unique service offering that fosters client satisfaction and referrals

Do you struggle to find new clients? Do some people come in for a free consultation and never return? Bull explains the system that has established a highly recommendable culture at the center of the client experience.

Leanne Barbara Bull, CFP, Dip FP

Aug 30, 2018

Why new clients wait months for appointments

Find out why Bull's clients rate her highly as well as send her so many unasked for referrals that it takes months for new clients to see her. Bull, a Top of the Table qualifier from Australia, also discusses how she switched from being commission-based to fee-based, and how it's helped her practice.
Adding value as the family's trusted advisor using 3 simple tools 

Mathew Thomas Fogarty, CFP, Dip FP

Jun 28, 2023

Adding value as the family's trusted advisor using 3 simple tools

Fogarty showcases three tools to help you provide extra value to your clients while positioning yourself as the family’s trusted advisor. 

Leanne Barbara Bull, CFP, Dip FP; David Meszaros, CFP; Paresh B. Shah, CFP

Oct 15, 20206 min

Something most advisors struggle with, but I don’t

How do MDRT members guarantee that clients are prepared or that client surveys will generate positive responses? In this episode, MDRT members explain aspects of their roles that others advisors may find difficult but are a strength for their business.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:31 – Ensuring that clients provide all the necessary information
2:02 – Making things simple to enhance relationships and productivity
2:40 – How navigational themes helps clarify ideas for clients
3:16 – The benefit of quick response time
4:29 – If responding quickly makes it harder to detach

Leanne Barbara Bull, CFP, Dip FP; David Meszaros, CFP; Paresh B. Shah, CFP

May 1, 202013 min

A hard lesson I learned about staffing

Do you adapt your communication based on how different staff members receive it? What happens if employees misunderstand something about your plan for them? In this episode, MDRT members address difficult realizations they have had with their team and how they work to prevent future challenges.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:29 – Adapting to different sensitivities among staff members
1:35 – Discovering that a potential successor/family member has different expectations than you do
2:30 – Sorting out clarity about salary opportunities
6:24 – Avoiding the problem of over-promising
9:39 – Making changes to avoid repeating past mistakes

Leanne Barbara Bull, Dip FP, CFP; David Meszaros, CFP; Paresh B. Shah, CFP

Apr 15, 20214 min

How I've grown recently

Have you changed your view of your work-life balance? Or of the way you build your clientele and staff? In this episode, MDRT members share the progress they have made, and what it means for their practices.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:35 – Reframing how you perceive your work and your time off
1:17 – A new perspective while operating independently
1:54 – Benefiting from a bigger pool of applicants to your team

Leanne Barbara Bull, Dip FP, CFP; David Meszaros, CFP; Paresh B. Shah, CFP

May 27, 202114 min

Moments when clients have shown unexpected appreciation

You probably aren’t anticipating that clients will go out of their way to make sure that you are properly compensated. In this episode recorded before the pandemic, MDRT members share times when they have been taken aback by gratitude from clients.

You’ll hear from:
Leanne Barbara Bull, Dip FP, CFP
David Meszaros, CFP
Paresh B. Shah, CFP

Episode breakdown:
0:36 – When clients insist to pay even when you’ve offered them a free meeting
2:14 – Making a priority of clients who are invested in you
4:50 – The surprise of clients being concerned about your finances
7:48 – Receiving unexpected praise and engagement from new clients
9:54 – The importance of aligning your fees with the value you deliver
10:43 – The impact of video testimonials from appreciative clients

Matt Pais

Feb 20, 20203 min

Return on investment

Bull sees benefits of clients understanding her value and paying upfront.

MDRT

Jun 7, 20211 min

MDRT financial planning guide

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

Panel Q&A: Financial planning

Bhupinder S. Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy John Hall, ADFP, CCFP; Thomas J. Henske, CFP, ChFC; Max Horne, CFP; Barbara A. Pietrangelo, CFP, ChFC

Jan 11, 20171 min

Panel Q&A: Financial planning

MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, together possessing more than 130 years of combined experience as financial planners, advise on everything you need to know about financial planning.