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0:12:56

Utilizing your TEAM in client meetings

Susan M. Ellis, CFP 0.0

Establishing a successful "team partnership" for your client meetings will result in a symbiotic relationship that feeds on each others' strengths and brilliance.

0:18:08

Build trust by doing things your own way

MDRT 0.0

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.

0:05:09

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 how they provide client service and make sure they’re unforgettable to their clients.

0:06:19

Little things make the difference

Marc A. Silverman, CFP, ChFC 0.0

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.

0:18:20

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.

Why appearances matter

Elizabeth Fuhrman 0.0

Scott Edelman focuses on lifestyle marketing with his clients.

0:03:05

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.

The client who advanced my career

MDRT 0.0

You often can’t predict when a client will have a major impact on your practice. In this episode, MDRT members recall how certain clients have inspired growth through both success and adversity. <br><br> You’ll hear from:<br><br> Michael DeVivo<br> John P. Fisher<br> Dharmesh Goel<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast.

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.

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.

Ethics are the foundation for a successful business

MDRT 0.0

Best ethics practices equal success. Learn what how other MDRT members maintain ethical practices.

0:05:23

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.

0:03:10

Present yourself as a trusted advisor

Bharat Parekh 5.0

Do you wish prospects and clients would see you as an advisor instead of salesperson? A Top of Table qualifier from India, Bharat Parekh, discusses the simple steps he takes to be viewed as a trusted advisor.

0:01:24

Collaboration. How does that work exactly? One minute inside a high-performing office

Micheline Varas, RHU 5.0

Collaborative work can increase your income and decrease your workload. Find out how to make this win-win arrangement work for everyone, from Top of the Table qualifier Micheline Varas, RHU.

0:18:25

Don't be a statistic: 70% of widows leave their advisors

Michael S. Ross 0.0

More than 70 percent of married women fire their financial professional within one year of their husband's death — an important statistic, considering most women outlive their husbands. Learn why it is critical for your practice to retain widows and female clients and how to take steps to avoid losing valuable clients. Presented at the 2016 Annual Meeting.

Who are you and why should they care?

Adam McCann, CFP 0.0

By asking three wildly important questions, Adam McCann believes you can define your business and win over the hearts and minds of your potential marketplace, in spite of the competition. In a dynamic and interactive account, McCann shares his journey through the questions (Who are you? Why are you? and Why should they care?) to demonstrate how he arrived where he is today. At the end of this session, you will have strategies to develop answers of your own.