The value of dropping in unannounced with business owners
If you’re struggling to set up an appointment with a client, is it a good idea to stop by their place of business? In this episode, MDRT members discuss how even unexpected in-person communication can help your relationships with clients progress in ways that follow-up emails can’t.
A mistake I made in discussing income replacement coverage
Do you review clients’ plans if they say they already have income replacement? Do you not only ask about their coverage but frequently review it to make sure the policies match up with client needs? In this episode, MDRT members discuss errors they have made in how they have approached income replacement and the benefits of learning from these mistakes.
Members only
Brian H. Ashe, CLU; Chee Hong (Vincent) Gan; James E. Rogers, CLU, CFP; Jeremy Mark Wellington, Dip PFS, Dip CII
Simple talk
Explain complex topics with clarity while keeping a client’s individuality in mind.
Tips to live a balanced life while achieving Top of the Table
In an open Q&A session, MDRT Past Presidents Feldman and Chung discuss how they have run their practices and maintained a strong work-life balance to be consistent MDRT and Top of the Table qualifiers. They also discuss how to delegate authority and responsibility to staff, how they systematize their prospecting, and how they maintain communications with clients. You will leave with sales ideas you can use immediately to increase productivity, while also balancing work and family.
Ask clients good questions, get involved and experience personal growth
11 ways to impress clients, create memorable meetings and achieve your goals.
The power of words: What you say determines if clients listen or ignore your advice
Easy analogies and examples for explaining insurance and financial planning.
Members only
Michael DePilla
Use social media and follow a consistent schedule to stay motivated
11 ideas to stay relevant on social media and increase productivity through shorter workweeks and quicker client buy-in.
True Tales: Regrets still linger 50 years later
A young advisor, a medical resident who was tight on cash lead to a devastating outcome and 50 years of regret.
Building a firm for sale
6 ways to increase the value of your business before you consider selling.