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Share your own planning

Marc A. Silverman, CFP, ChFC, advises opening up with your clients about your own investments, and the types and amounts of policies you own.

Know your numbers

Marc A. Silverman, CFP, ChFC, shares some of the marketing ideas he has used to get in front of prospects. He also shares details of how he tracks his numbers and sets goals.

Family history of giving

Silverman emphasizes responsibility and generosity while becoming MDRT Foundation President.

Should you share personal items on Facebook?

MDRT members debate what photos and comments clients should see.

Beginning, middle and close

Whether your meetings are in person or virtual, a process can make them more impactful.

How hiring employees can make you money

Guiding clients through turbulence

Market volatility creates anxious clients, but educating them about risk and reward instills calm.

Details count

Two experts teach you how to attract wealthy clients by doing seminars right.

12 ideas to make a lasting impression on clients

Tap into your creativity to differentiate yourself and calm your mind with these great ideas.

Must-reads to be at your best

Books that helped advisors improve their lives, become better leaders, more consistent and more persuasive.