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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.
The do's and don'ts of networking.
Hoi finds prospects are often searching online, so she makes sure she's one of their trusted sources.
O'Connell explains how he used seminars to grow his business and make changes to deal with regulations. Presented at the 2017 Annual Meeting.
Rajkotia explains how he prospects in his community.
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.
Get prospects to call you, hosting unique events and three ways to tell a client "Happy Birthday."
How to get young prospects to attend seminars.
Find more clients when you amp up your visibility as a financial advisor with these simple-to-follow ideas.
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。
Create trust and connections with clients by using the right words.
Print out the MDRT Code of Ethics to display on your wall.
A look at some unexpected centers of influence who could help your business grow.
Why you need to stop ignoring millennials, moving beyond risk-based products, and proven marketing and client service strategies.
