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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.
Ellie Mills works with all aspects of insurance and financial services.
Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.
Young discusses how he wants to create more wealth for his clients so that they can make more efficient decisions.
What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.
Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.
In a male-driven community, Kucheria ensures women join the conversation.
고객에 맞춘 전문적 보험재정설계로 실적을 높이는 노하우가 있을까? 보험업계에 들어온 지 10년 만에 MDRT 종신회원 자격을 눈앞에 둔 메트라이프생명 최병훈 FSR이 그 답을 준다.
Hear a few simple questions that build better relationships with clients and assist them in creating the financial future they want.
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.
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>
With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.
Annie Hung always asks her clients these three things.
How to explain cash flow, set an agenda and get referrals.
Financial advisors see opportunities for growth as perceptions change in Mexico.
Sy adds real estate license to address clients' interest in more tangible assets.
