Using the power of unselling to finance education and retirement
How do you understand clients’ needs so that they see you as someone who can help them, rather than someone who is selling to them? In this episode, MDRT members explain how they establish these strong connections that can unlock the effective technique of “unselling.”
How I match my fact-finding to my target market
How do you gather information from prospects and clients in a way that showcases your own expertise? Should you do advance research? In this episode, MDRT members share their best practices for generating the trust that leads their specific clientele to open up.
How I ensure that clients understand their finances
What can advisors do to confirm that clients are not just listening but processing the information that has been discussed? In this episode, MDRT members share communication techniques that help keep everyone on the same page and prevent confusion or frustration on either side.
Unique ways I identify financial solutions for my niche – and how that can help other advisors
What questions can lead clients to provide the information that guides your recommendations? What personal experience should you offer to demonstrate how you can help your ideal clients? In this episode, MDRT members share techniques for turning effective communication into strategic financial planning.
Members only
Lee Hang Pui Wilkins; Mathew Ross Page; Ysabel Victoria Obediencia Benitez; Rajesh Chheda, ACA, CFP; Sheila Tan Bin Ann, ChFC, FChFP; Jose Victor Vuilleumier Valdez, LUTCF, FSCP; Adrian George, CFP, TEP; Somsap Dechburiram; Arianne Francheska Sanchez Moya; Kaplan Mobray; Cynthia Nallely Rodriguez Barbosa; Naoki Masuda
12 ideas to get motivated, create effective social media and deliver client service
12 ideas to get motivated, create effective social media and deliver client service.
A key to health and wealth
Tan combines knowledge from her past and current careers to guide clients.
Encourage passive referrals from existing clients
Referrals are one of the most effective and efficient ways to build your client base. Sheila Tan, an MDRT member from Singapore, shares tips on how to successfully set yourself up for referrals from existing clients.
Q&A: Bin Qi
How life insurance overcomes human nature and protects wealth.
Building trust and long-term relationships with clients
Building lasting client relationships requires more than financial expertise — it’s about trust and genuine care. Find out how MDRT member Derek Tan fosters long-term partnerships with transparency, clear communication and personal connections.
