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Like many people, your clients may be going through transitions and seeking advice. Learn how Top of the Table qualifier Renee Hanson, CFP, CDFA, works with clients going through transitions -- such as divorce, loss of spouse or job transition -- and how she works with centers of influence to find clients in her niche.
Will there be a point in your career when it becomes more enjoyable? Yes, when you find your niche. Find out more from the 2016 MDRT President Brian Heckert how this could work for you.
How do you approach potential clients in High Net Worth circles? MDRT member Diana Zhu shares her expertise in serving the High Net Worth market in Singapore.
Dimitry Neyshtadt takes inspiration from his parents in helping other families.
第19回はMDRT日本会会長である岡本年永氏に話を聞いた。 旅行会社勤務を経て保険業界に入り17年目。前職での発想が現在に至るまでの営業手法に生かされている同氏に、会長になるまでに至った保険業界での成長の過程を伺った。
Narrowing down to a specific group can increase your business.
With her target market inaccessible during the pandemic, Stewart developed a whole new niche.
China’s middle is class is 430 million and growing, and 50 million Chinese expatriates live in other countries. How do you apply Western sales strategies when selling to Chinese clients? How are both cultures similar and different? Sanders discusses strategies you can implement immediately to establish a presence in China or in the Chinese community in your own country.
Look for a problem you can solve to create your own niche.
2020 MDRT President Regina Bedoya excels at navigating joys and challenges.
Gaining trust from clients is key to a mutually beneficial relationship, especially in the financial services industry and financial advisors need to be there for their clients in good and bad times.
Wadsworth presents sales ideas to help you conquer the business owner marketplace. He found the fastest way to the Top of the Table was to dramatically increase his average case size. It worked for him, and this presentation shows you how to make it work for you. Presented at the 2016 Annual Meeting.
Woo sees Top of the Table-level success through advanced planning for busines owners.
Ronnie Kaymore helps a young athlete who is sidelined by an injury.
We all have endless decisions to make as we grow our organizations, our teams and ourselves, but how do we sift out the distractions from the real opportunities? Gaining clarity on where we're headed gives us that filter so we can invest our time with ideal clients instead of spending our time casting a wide net. Through this session, you'll learn the top five issues that hold people back from optimizing a niche and the variables involved in your target market’s decision-making process. You’ll also document your vision of what success looks like for you long-term, the niche you’ll focus on to make it happen, and the benchmark you'll be aiming for 90 days from now.
Matthew Blocki targets doctors at the beginning of their career, a strategy that pays off for him long-term.
