Select Language

Check Application Status

Resource Zone

105 Resources

Want to see more resources?


How to be unforgettable

Venkateswara Rao Vakalapudi; Manu Dhawan; Manoj Mani Agrawal; and Plabita Sanjiv Priyadarsh 0.0

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.


It’s not about the money

Mary Fenwick 0.0

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.


High-quality client care ideas

Katy Baxter 5.0

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.

Easy ideas for keeping clients happy

Tristan Hartey 5.0

When clients feel valued, they stay your clients. Try these ideas for offering clients the experience of exceptional service.


Little things make the difference

Marc A. Silverman, CFP, ChFC 2.0

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.


소개 및 추가계약을 받는 고객 관리 노하우

조상희 0.0

보험 없는 고객은 없다. 보험의 성패는 고객 관리에 달려 있다고 해도 과언이 아니다. 그렇다면 어떻게 고객을 관리해야 소개와 추가계약이 이어질 수 있을까? 고객에게 어떤 서비스를 제공해야 할까? 오렌지라이프의 조상희 FC가 그 노하우를 공개한다.


Do you control your day or does your day control you?

Brad J. Myers 0.0

Myers details how to end the game of phone tag and give your client the best possible service.


나만의 VIP고객 창출과 세일즈 노하우

신혜옥 (Hye-Ok, Shin), 신혜옥 (Hye-Ok, Shin) 0.0

사람의 관계는 일방적일 수 없다. 나에게 VIP고객이 얼마나 있는지 확인하려면, 가장 힘들 때 나를 가장 먼저 떠올릴 고객을 헤아려 보면 된다. VIP고객관리 영업 노하우를 메트라이프 금융서비스 신혜옥 FP가 공개한다.


From advice to planning

Charlie Reading, APFS 5.0

How do you make sure you’re not replaced by artificial intelligence? Stop focusing on financial advice and change your approach to financial planning. This requires you to do two things. Find out what they are in this video.

Simplifying the future of insurance through artificial intelligence

MDRT 0.0

A look at how AI is transforming areas such as underwriting, customer service, claims and marketing, and why members need to keep up.

Understanding the psychology of the sale

Liz DeCarlo 0.0

Paying attention to the psychological aspects of a client meeting can increase closing rates.

14 qualities that make you a trusted advisor

Bryce Sanders 0.0

Here’s what makes you the financial advisor that people want to go to.

Take care of you and your client like an emergency responder

Laurie M. Martin, EPC, CTS 0.0

Advisors are a lot like emergency responders: Whether it is a catastrophic weather event, health emergency, family tragedy or unexpected job loss, advisors are there to help their clients deal with the crisis. This means dealing with both the financial and emotional repercussions — vulnerabilities and difficult conversations that are part of any crisis. Like emergency responders, you also need to know how to keep yourself safe and effective while helping your clients through a down point in life. Martin helps you gain a new awareness and appreciation for the strength of the human spirit and learn how to develop extraordinary lifelong client relationships. Learn how you can easily help your clients through a down point in life, while keeping yourself strong, resilient and crisis-ready. <br> <br> <a href=""><center><hr><font color="darkred" size="3"><b>Click here to find more from the 2018 Annual Meeting</b></font><hr>

Silver linings in a pandemic

Timothy Inklebarger 5.0

Baksh finds opportunities to make connections in the age of social distancing.

Creating exceptional client experiences

Mike Staver 0.0

The client experience is the single most critical factor in determining your success. Today the client — and only the client — defines what that experience is and how much it is worth. In this session, learn how to create a unique differentiator for yourself in the marketplace, identify key strategies for reinventing your client experience model and deliver a wildly successful experience for each and every one of your clients from start to finish.