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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.
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.
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.
O'Connell explains how he used seminars to grow his business and make changes to deal with regulations. Presented at the 2017 Annual Meeting.
Find more clients when you amp up your visibility as a financial advisor with these simple-to-follow ideas.
Drawing on your expertise and using a fee-based model can increase revenue.
Why you need to stop ignoring millennials, moving beyond risk-based products, and proven marketing and client service strategies.
How to get young prospects to attend seminars.
A look at some unexpected centers of influence who could help your business grow.
Imagine qualifying for Top of the Table without making any sales calls or even calling your clients at all. In this session, Stanislawek, a Top of the Table qualifier from Poland, explains how automated online system that utilizes mailing lists and a free membership site to consistently deliver value to clients. Twenty percent of his clients have never even spoken to him! <br> <br> <a href="https://rz.mdrt.org/search/?q=2018ampro"><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>
What can you learn when you walk into a prospect's office?
The do's and don'ts of networking.
You're involved in your community, but do people really know what you do?
Simple ways to improve your business and your life.
Regulations around the world have left many advisors with no other option than switching from a commission-based business model to one that centers around fees. Other advisors have made the switch voluntarily when they saw the benefits. A panel of industry veterans who have successfully incorporated fees into their businesses discuss the challenges and rewards of the switch from the perspective of both the advisor and the client. Among the questions the panel addresses:<br> • How do you properly value your advice?<br> • Do you base your fees on time spent, value added or a combination of the two?<br> • Do you pick a “line in the sand” date to transition clients to the model, or is there a transition period?<br> Gain proven ways to convince clients that paying for advice is best for them, tips for compliance, confidence in your ability to transition your practice and excitement about the opportunities ahead.
The traditional advisor model is based on lots of phone calls and meetings spent repeating nearly the exact same information to every client. It also requires a lot of time, which limits the business size of a single advisor. Now imagine a model with few phone calls, limited meetings and no need to repeat information over and over because clients can learn and buy on their own. Seem impossible? Stanislawek details the internet advisor system he used to reach six consecutive Top of the Table qualifications and add hundreds of new contracts monthly.
