Adrian P. Baker, Dip PFS; Priti Ajit Kucheria, LUTCF, CFP
When I realized giving is important and how it overlaps with my business
Where do your philanthropic priorities come from, and how do you ensure these are represented in your practice? In this episode, MDRT Foundation board members explain the source of their motivation to give and how they have seen these benefits in the professional world as well as their personal lives.
Members only
Elizabeth Lyzenga
India’s golden era
A large population represents huge opportunities in the life insurance industry.
Everyone needs financial education
In a male-driven community, Kucheria ensures women join the conversation.
Should your kids be your succession plan?
What to consider when bringing your child into your practice.
Making prospecting pay off
Get prospects to call you, hosting unique events and three ways to tell a client "Happy Birthday."
Aligning expectations
Setting goals is an early step in building long-term client relationships.
Talking budget and the right questions to ask
Ways to talk about budgets, retirement and financial planning with clients.
Transition your customer service from good to great
Kucheria explains how a phenomenal customer experience forms the basis of a long-term relationship and shows how to hit Top of the Table qualification levels when you shift from good customer service to extraordinary client experience.
Ideas from the Top
You’ve heard from the rest, now learn from the best. This fast-paced session features top MDRT producers from around the world sharing their best sales and practice management ideas. You will leave with new sales ideas and management concepts that will be immediately transferable to your own practice, regardless of your current experience or production level. Experience firsthand the unique value of MDRT’s diverse global membership and the wide variety of practice management and sales ideas being used to achieve top performance.
Luxury items are out. Financial security is in.
How recent changes in consumer attitudes could be a good thing for advisors.