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Something you do that other advisors don't

MDRT

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How do you foster your own strategies and expertise, and how do you communicate that to clients? In this episode, MDRT members share what makes them unique and how it benefits their practice.

You’ll hear from:
David Braithwaite, Dip PFS
Sofia Dumansky, MBA, LUTCF
Jonathan Peter Kestle, CLU, B Com
Mark D. Olson, MSFS, CFP

Episode breakdown:
0:35 – Utilizing specialized knowledge of the tax code
2:21 – The benefits of unique software
4:08 – Gaining prospects from teaching university classes
5:39 – The student/teacher relationship compared to client/advisor relationship
6:44 – Creating your own opportunity on the radio
10:52 – Keeping a moving list of goals on you at all times
14:33 - "Will it make the boat go faster?"
15:57 – The value of tradition
 

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