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Following 20 years of regulation, the financial services profession has experienced significant change. For Vanderwolf and other producers willing to keep looking forward, success is still possible. Vanderwolf details some of the changes he has experienced and how he has adapted and rebuilt his business.
In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.
Roy explains how members can get the most out of MDRT content, addressing how the website, podcast, Foundation and more can lead to increased productivity and a stronger work/life balance. Presented at the 2016 Annual Meeting.
Scritchfield discusses how he uses reflection, specialization and collaboration in managing himself and his business. He gives specific ideas, concepts and tools — such as a tool to measure how well you are managing your business as a business, not just as a salesperson.
We all know we need to see the people and that referrals are the best source of prospects. However, how do we track them and manage our client base? Effective management of this important information is just as important as prospecting. Learn how to manage your client relationships with your smartphone. Most agents spend 90 percent of their time finding new clients. Learn how to manage your existing clients through relationships and service.
You can successfully work from home when you manage your time, create processes and hire the right people. Learn more from Jennifer Mann, who has been working from home for several years, in this short video.
Advisors know there is an enormous difference between a practice based on constant selling compared to one in which income is more predictable and consistent. While both can be very prosperous, the latter lends itself to lower stress and higher stability. In this session, Leach explains how she built her practice, offering tips on how to structure businesses, how to use regulatory change to your advantage and how to develop client relationships where you never need to ask for referrals again. She also will discuss the role of an investment process and how to use humor with clients.
Benjamin Loh explains strategies to target and communicate with millennials when you want to recruit.
Byrne shares how he transitioned from quotes to fees for insurance-only advice and some of the best practice ideas that helped him stop doing free work.
Ace Chan, Veronica Ong and Subhas Nathan share strategies to increase sales and clients.
The advisors who succeed are the ones who provide outstanding client service. Three top advisors in India talk about how they provide client service and make sure they’re unforgettable to their clients.
What creates lasting success? Build personal wealth by spending less than you make, participate in a study group and earn credentials, according to 2003 MDRT President Richard Sullenger.
Do you establish trust with clients by talking or listening? Meeting with them at the office or out to lunch? In this episode, MDRT members recognize that advisors have many different styles, and people only trust you if you’re doing something that’s authentic.<br> <br> You’ll hear from:<br><br> Maryam Saber Ghafouri <br> Jake S. Ng, ChFC, CLU<br> Zoe B. Ng.<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.
Quality service builds stronger relationships with clients, even with regulatory challenges in England. Top of the Table member Katy Baxter talks about how what she offers clients sets her apart from other advisors.
After her husband’s unexpected death, Mary Fenwick found that money was tied up with too much emotion. That was when her agent stepped up to help her and her family. Fenwick will share her story to illustrate why the role of an agent is not just about the transaction of selling a product, it’s about building a relationship over time. Selling a life insurance policy is one thing, but helping sort out the mess when there’s been an unexpected death is what is truly important. Fenwick is an advice columnist for Psychologies magazine, and she draws on her own experiences to help people acquire the skills needed to build enduring and genuine relationships.
When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.
