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Referrals are the most effective and efficient way to attract new clients. By emphasizing the value you provide in both new and existing client relationships, you can generate quality referrals and introductions. In this course, you will explore the importance of trust, gratitude and reciprocity in the referral process. Additionally, you will create a customized approach that meets your needs and learn how to leverage social media and technology to better engage with referrals and convert them into loyal clients. 

Client relationships are the heart of your business. Customer relationship management (CRM) is the process of managing these relationships throughout the client's life cycle. CRM software can help you effectively manage interactions at every touchpoint. These powerful tools enable you to create exceptional client experiences while improving consistency, streamlining workflows and turning client data into insightful information. This course will teach you how to leverage CRM technologies to enhance the client experience, increase efficiency and ultimately improve your business.  

As a financial advisor, you need a well-defined game plan to achieve your marketing goals. Your plan should outline crucial strategies and tactics that will help you attract and convert prospects, generate referrals and build lasting client relationships. This course will equip you with practical and actionable strategies to effectively reach your target market. You will learn how to focus your marketing efforts and measure their effectiveness as you progress toward your mission and goals. 

Have these conversations with your clients and yourself to get over the hump.

MDRT members offer strategies for helping HNW clients understand the role insurance plays in a growth-focused portfolio.

Members consider strategies for narrowing the focus of their business.

Specializing in high-net-worth clients, LJ Jalandoni built his practice by shifting from transactional selling to relationship-driven advising. By understanding the mindset, priorities, and long-term goals of affluent individuals, he helps clients make strategic financial decisions that align with their goals.

Advisors have a lot to gain from sharing insights with others who have different specialties.

Advisors adapt retirement strategies to meet the emotional and financial realities for single, divorced and widowed women.

MDRT members design smarter client service models by grouping clients with similar needs.