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Networking and giving back go hand in hand to foster client relationships and acquire referrals. In this session, Rajpal shares his approach to gaining prospects’ trust and ways he excites clients into properly managing their finances — which leads to more recommendations.

If you're a financial advisor looking to grow your sales, referral marketing can be a highly effective strategy because it capitalizes on word-of-mouth referrals from clients. Ravi Agarwal, a five-year MDRT member from Gujarat, India, shares why referral marketing brings high-quality leads who are pre-disposed to buy from you.

What if you could continue to build your practice without prospecting for new clients? Brunelle shares creative ways to engage with your clients to both advance their protections and deepen your relationships. 

Rajpal found that recommending clients to each other generated referrals for his services.

Rajpal explores the five methods of fact-finding: asset vs. liability, financial pyramid, human life value, milestones and standard of living.

We all are aware of the best practices and we have the best of intentions to accomplish these practices. However, circumstances, barriers and boundaries can limit us from putting these practices into action. This session will empower you with tools and techniques to overcome the circumstances, barriers and boundaries which stop you from doing what you said by the time you said you would do it. You will be able to bring into existence the habits you have declared to achieve your personal and professional goals. With these tools, you will be able to invent new possibilities to accelerate your business to reach newfound heights.

Small, repeatable habits can lead to great achievements.

A large population represents huge opportunities in the life insurance industry.

Jennifer P. Mann, MBA, CFP, discusses how shifting your mindset from a salesperson to an educator can help you turn transactional corporate clients into personal planning clients.