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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.
Dimitry Neyshtadt takes inspiration from his parents in helping other families.
The business insurance market is nothing more than one business owner (advisor) sitting across the table from another business owner (client) and asking questions. The answers to these questions inevitably expose insurance problems that the second business owner did not even know existed. If it is that simple, why aren’t more advisors involved in this market? In this session, MDRT member Russell Collins covers how to transition into the closely held-type market and then how to get from saying “hello” in the initial meeting to getting the opportunity to present recommendations.
Narrowing down to a specific group can increase your business.
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.
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.
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。
2020 MDRT President Regina Bedoya excels at navigating joys and challenges.
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.
Matthew Blocki targets doctors at the beginning of their career, a strategy that pays off for him long-term.
Ronnie Kaymore helps a young athlete who is sidelined by an injury.
With the speed of globalization, more advisors are finding their business spans continents.
Woo sees Top of the Table-level success through advanced planning for busines owners.
보험 영업은 사람을 상대로 하는 일이다. 그래서 인간관계와 정이 최우선이라고 하는 이들이 적지 않다. 그런데 이규하 FC는 그 앞에 하나가 더 있다고 이야기한다. 상대가 어떤 사람인지 알아야 한다는 것이다. ‘의사’라는 VIP직업군을 대상으로 영업하는 이규하 FC의 영업 노하우를 알아본다.
Do you wonder how to start working with incorporated professionals? Do you know how to talk about what matters to them, resulting in larger sales and increased referrals? Adrian will share immediately implementable ideas and conversations which have brought him to Top of the Table with a focused practice of mid-30s physicians and dentists. He focuses on three key areas: creating and breaking into your market, planning ideas his clients can relate to, and staying top of mind to obtain referrals. You will learn how to use simple behavioral ideas to help a client move from gathering information to making decisions for permanent life and wealth management plans.
