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0:06:58

Make the most of the client’s first meeting

MDRT 5.0

What questions should you ask, and what information should you provide in your first meeting with a client? In this episode, MDRT members discuss their best practices for that introductory conversation.<br><br> You’ll hear from:<br><br> Liru Chang, MBA<br> Roy Hall<br> Kobus Kleyn, CFP <br> Scott S. Paterick, CLU, ChFC<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

0:25:21

Marketing strategies toward Top of the Table

Marc A. Silverman, CFP, ChFC 0.0

Marketing strategies have enabled Silverman's company to write 300-plus cases per year. Sales are half the battle; the other half is marketing. Silverman shares the techniques he uses in his office, such as displaying client thank you notes in the waiting area. Presented at the 2016 Annual Meeting.

0:18:15

The box

Guy E. Baker, MSFS, Ph.D. 4.0

These prospecting tips generated four decades of top-level production. Hear how Baker, an MDRT Past President, spent 40 of his 47 years of MDRT membership as a Top of the Table qualifier.

Is your networking working?

Matt Pais 0.0

The do's and don'ts of networking.

Q&A: Laura Xue-Fen Hoi

Liz DeCarlo 0.0

Hoi finds prospects are often searching online, so she makes sure she's one of their trusted sources.

0:05:21

A new lens

Daniel O'Connell, MBA 0.0

O'Connell explains how he used seminars to grow his business and make changes to deal with regulations. Presented at the 2017 Annual Meeting.

Q&A: Ashit Rajkotia

Liz DeCarlo 0.0

Rajkotia explains how he prospects in his community.

Q&A: Kei Yamasaki

Antoinette Tuscano 0.0

How to get young prospects to attend seminars.

0:05:23

母も姉も、家族で関わる保険営業 ~顧客を惹きつける自然体のコミュニケーション~

廣瀬 佳栄 会員 (Kae Hirose) 0.0

自然体の対応が魅力の廣瀬会員に、その理由や、コロナ禍での営業活動で心掛けていること、家族で生保営業に携わる上での展望について語ってもらいました。

7 phrases to close the deal

Bryce Sanders 0.0

Create trust and connections with clients by using the right words.

Code of Ethics

MDRT 5.0

Print out the MDRT Code of Ethics to display on your wall.

Developing new referral sources

Bryce Sanders 0.0

A look at some unexpected centers of influence who could help your business grow.

Simple ways to make prospecting and servicing clients easier

Liz DeCarlo 5.0

Why you need to stop ignoring millennials, moving beyond risk-based products, and proven marketing and client service strategies.

11 keys to impactful networking

Joseph M. Thomas 5.0

Would you like to feel more confident when you go to a networking event? Do you wonder how other advisors get so many quality appointments and never cold call? Thomas shares how to attend the right events and land meetings with your ideal prospects. This includes a discussion of the variety of networking events out there and how to utilize the connections made in these settings. Every time you introduce yourself to a new person, you have the potential to make a contact. Leave this session with the ability to make the most of those opportunities.

Power of observation

Bryce Sanders 0.0

What can you learn when you walk into a prospect's office?

How to raise your visibility

Bryce Sanders 0.0

You're involved in your community, but do people really know what you do?