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0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

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.

1:00:18

Best practices for nonqualified deferred compensation

Kirk Wolf, CFA 0.0

The session takes a comprehensive look at nonqualified deferred compensation plans and illuminates best practices in 2018. Wolf will help you develop a greater understanding of the unique benefits and flexibility inherent in NQDC plans, and how to apply those benefits as solutions to issues commonly faced by employers and key employees. Come away with two specific communication strategies to communicate NQDC solutions to your clients and prospects.

0:01:23

Is there anything I can worry about for you? One minute inside a high-performing office

Alain Quennec, CFP, CIM 5.0

What do clients ultimately want? The way Top of the Table qualifier Alain Quennec closes his client meetings makes a difference.

0:01:44

Help your clients stick to the plan: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 0.0

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.

0:09:56

What advisors wish they knew sooner

MDRT 0.0

Have you always helped clients as much as possible? When did you realize how communication impacts the service you provide and the information you gather? In this episode, MDRT members share changes they have made in their practice from lessons that, if possible, they would have learned earlier. <br> <br> You’ll hear from: <br> Harpreet Atwal <br> Rick Jones, CFP <br> Brent Kimball, ChFC, CFP <br> Michaela Scott, CFP, RICP<br><br> Episode breakdown:<br> 0:26 – The expenses of divorce<br> 1:13 – Adjusting your approach to help clients prevent problems<br> 2:29 – Are you being as comprehensive as you can?<br> 4:47 – Learning to ask more questions<br> 5:43 – Let the clients provide the answers<br> 6:24 – Make sure to relax

0:03:35

Great relationship-building client questions

Subhas V. Nathan 5.0

Hear a few simple questions that build better relationships with clients and assist them in creating the financial future they want.

0:11:20

10 minutes of favorite sales ideas from two industry greats

Gene L. Mahn, CLU, ChFC; and Walton W. Rogers, CLU, ChFC 5.0

With decades of experience, these two friends and Past MDRT Presidents talk about a few of the ideas that have made them successful.

0:02:19

Two favorite ideas in two minutes

Brian G. Tarpey 5.0

Top of the Table qualifier and 2020 MDRT Foundation President Tarpey recalls some of the best advice he’s received through MDRT. The advice has inspired him and helped him close deals.

0:11:49

What to do when client information catches you off-guard

MDRT 0.0

What happens when an established client surprises you with previously undisclosed debt, or when you have to give a client difficult news about a policy someone else set up for them? In this episode, MDRT members discuss how they have adapted when startling information is revealed and adjusted their communication moving forward. <br><br> You’ll hear from:<br> Daniel Evan Jossen, CFP<br> Keunhwa Lori Moon<br> David John Munson Jr.<br><br> Episode breakdown:<br> 0:28 – An unexpected revelation from longtime clients<br> 2:54 – The lesson learned and next steps in planning<br> 4:01 – How to avoid this happening again<br> 5:23 – Reviewing client’s previously established plans you think should change<br> 9:00 – Dealing with relationships when sharing difficult information<br> 11:03 – The value of going back to basics

0:04:23

Help your client negotiate a better job offer

Renee Hanson, CFP, CDFA 0.0

Learn ideas how you can help your client negotiate for a better salary or benefits, from Top of the Table qualifier Renee Hanson.

Leading the leaders

Liz DeCarlo 0.0

As business owners struggle to survive, Lim goes live with advice and solutions.

0:10:39

전문적인 보험재정설계로 보험 판매실적을 높이는 노하우

최병훈 (Byeong-hoon, Choi) 0.0

고객에 맞춘 전문적 보험재정설계로 실적을 높이는 노하우가 있을까? 보험업계에 들어온 지 10년 만에 MDRT 종신회원 자격을 눈앞에 둔 메트라이프생명 최병훈 FSR이 그 답을 준다.

0:06:53

この中に「いない人」はいませんか? ~家系図から読み取る相続のリスク~

山口九州男様 (Mr. Yamaguchi) 0.0

相続に関する相談を数多く受けているという山口氏。顧客の話を聞きながらその場で家系図を書き、必ず「ここにいない人はいませんか?」と聞いている。離婚歴のある人は、そこで初めて先妻との子どもへの対応を考えるケースもあるという。家族関係を可視化し、想定外の個人情報につながることもあるという家系図の効果について聞いた。

Q&A: Annie Hung

Liz DeCarlo 0.0

Annie Hung always asks her clients these three things.

Are your clients’ most valuable possessions protected?

Bhupinder S. Anand, ACII, Dip PFS 5.0

Find out how an MDRT member guides clients to discover they’re leaving their most valuable asset — themselves and their health — unprotected.

With age comes opportunity

Elizabeth Diffin 0.0

Singapore's aging population reveals potential business for financial advisors.