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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.

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.

Making prospecting pay off

Liz DeCarlo 0.0

Get prospects to call you, hosting unique events and three ways to tell a client "Happy Birthday."

Q&A: Kei Yamasaki

Antoinette Tuscano 0.0

How to get young prospects to attend seminars.

Find new clients through consulting on life insurance policies

Liz DeCarlo 5.0

Drawing on your expertise and using a fee-based model can increase revenue.

Is your networking working?

Matt Pais 0.0

The do's and don'ts of networking.

Visibility equals credibility and clients

Bryce Sanders 0.0

Find more clients when you amp up your visibility as a financial advisor with these simple-to-follow ideas.

Q&A: Ashit Rajkotia

Liz DeCarlo 0.0

Rajkotia explains how he prospects in his community.

Code of Ethics

MDRT 5.0

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

12 ideas for prospecting and productivity

Michael DePilla 0.0

Simple ways to improve your business and your life.

Mastering the art of prospecting

Carol Chin 0.0

Putting others before herself has greatly helped Carol Chin leave a positive impact on her clients over the years. Find out what keeps her going when prospecting becomes challenging.

Q&A: Laura Xue-Fen Hoi

Liz DeCarlo 5.0

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

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.

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。