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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.

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.


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.

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.


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.


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.

Setting boundaries with clients

Matt Pais 0.0

Members share their experiences with successfully combining friendship and business.


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.


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.

Why appearances matter

Elizabeth Fuhrman 0.0

Scott Edelman focuses on lifestyle marketing with his clients.

Getting clients out of debt

Matt Pais 0.0

Lord expands his practice to a thriving new area: helping clients get ahead of overwhelming liabilities.


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.

Why you should focus on the client, not the sale

Antoinette Tuscano 0.0

How to stand out from other advisors and differentiate yourself through relationships.

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.

Understanding the psychology of the sale

Liz DeCarlo 0.0

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

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.