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Krueger uses help from the MDRT Foundation to support her favorite charity.

Do you judge people by their appearance or get to know them more deeply than that? Do you meet with clients whose financial circumstances might change for the better? In this episode, MDRT members share how they connected with clients who turned out to have far more assets than initially thought.

You’ll hear from:
Terri E. Krueger
Alain Poirier

Episode breakdown:
0:28 – When clothes don’t match up with savings
1:59 – Looking beyond the surface for information that other advisors miss
2:53 – Less-than-ideal location becomes home to big winners

Do you give clients gifts based on their personal interests? Or create special items that feel right for your practice? In this special mini-episode, MDRT members explain some of the offerings they use to demonstrate their appreciation.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:26 – What gifts are offered for new clients
1:04 – Creating your own wine and labeling it with your practice
1:48 – A mix special events and corresponding gifts
2:16 – Documenting client interests and providing gifts accordingly

What do you do when you realize you’re over-explaining things to your staff? Or putting your marketing efforts in the wrong place? In this episode, MDRT members share their own challenges (including hiring) and what they have done to resolve them.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:26 – Discovering the limitations of different forms of advertising
2:20 – Coping with difficulties hiring and managing staff
3:57 – When you realize you’re doing too much explaining
4:58 – How to adjust and prevent that from happening
6:22 – Coming to a better understanding about the right amount of communication

Clients want to know you care about their needs beyond the growth of their portfolio. While a gift card to a coffee shop may be appreciated, it doesn't require a lot of thought. Krueger shares how taking the time to offer your clients unique gifts can make a deeper connection to the families you serve. From having logoed truffles made by a local chocolatier to offering personalized totes to clients who send referrals, clients should feel the level of thoughtfulness while being serviced.

How can you connect your own needs and preferences with the clientele you work with? In this episode, MDRT members explain how they prioritize honesty and match what they give with what they get back.

You’ll hear from:
Terri E. Krueger
Mark D. Olson, MSFS, CFP
Alain Poirier

Episode breakdown:
0:31 – Choosing to work with honest people that you like
1:56 – When you learn that taking on a client was a mistake
3:09 – Being honest when a client is occupying too much of your time
3:49 – Adding questions to identify potential red flags in a client
5:18 – Adjusting your approach when clients are reluctant to provide the information you need

Clients want to know you care about their needs beyond the growth of their portfolio. While a gift card to a coffee shop may be appreciated, it doesn't require a lot of thought. Krueger shares how taking the time to offer your clients unique gifts can make a deeper connection to the families you serve. From having logoed truffles made by a local chocolatier to offering personalized totes to clients who send referrals, clients should feel the level of thoughtfulness while being serviced.

Advisors improve their processes with insight from their staff.

Some advisors are leveraging AI to create content and boost their productivity.

Great ideas to motivate your clients to take action, show appreciation for them and incorporate humor.