Want to see more resources?
What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.
Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.
Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.
With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.
How should your clients prioritize their many financial needs? It would be easy for them to get the order jumbled. In this session, Neyshtadt compares the rules for solving math problems to the order in which clients should emphasize their financial concerns to show that doing things out of order can result in getting the answer wrong. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>
고객에 맞춘 전문적 보험재정설계로 실적을 높이는 노하우가 있을까? 보험업계에 들어온 지 10년 만에 MDRT 종신회원 자격을 눈앞에 둔 메트라이프생명 최병훈 FSR이 그 답을 준다.
Financial advisors see opportunities for growth as perceptions change in Mexico.
Annie Hung always asks her clients these three things.
How to explain cash flow, set an agenda and get referrals.
Ellie Mills works with all aspects of insurance and financial services.
Sy adds real estate license to address clients' interest in more tangible assets.
Financial planning often focuses on just one goal: retiring comfortably. Tancock explains how goal-based financial planning is much more of a personalized approach that prioritizes all goals, not just retirement, and how the planning goes beyond just building investment portfolios. The financial planner becomes more of a coach to the client and makes sure they stick to the plan. Tancock believes this is the human touch that roboadvisors will not be able to replace. She shares the processes she uses to build goal-based financial plans that become more than a roadmap to her client’s financial future — they become a roadmap to their life. <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>
Retirement presents unique financial planning challenges worldwide. The responsibility to navigate volatile global markets, taxes, inflation and increasing life expectancy falls on individual investors and their advisors. Smith provides a simple approach to gathering, analyzing and positioning clients’ assets into three customized buckets.<br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>
Customizing services helps differentiate advisor from online financial services
People fail in life not because they aim too high and miss, but because they aim too low and hit. Longtime Top of the Table qualifiers Gordon and Forte discuss the power of setting big goals. <br><br> To view the full presentation, click here: <a href="https://rz.mdrt.org/video/a-conversation-the-journey-to-success/">"A conversation: The journey to success"</a>
Sticking to their financial plans is critical component to clients reaching their financial goals. Sometimes, however, clients veer off course. Keep clients on track using this advice from a Top of the Table qualifier.
